Jason & Andy discuss processes to help monitor you progress in achieving your retirement goals.

Jason Noble and Sean Thompson discuss healthcare, tax and income questions in retirement planning.

Andy Merchant discusses some common questions he here's from his clients and how he answers them.

Jason and Andy dicuss a bucket investment strategy. With the bucket approach, investors divide their retirement assets into separate buckets of assets based on periods of time and what each bucket's purpose is..Those time horizons can be flexible as can be the number of buckets.

Andy and Jason discuss processes for setting realistic retirement goals and developing a plan to achieve them.

Jason and Andy discuss the importance of understanding your Persoan Financial Statement.

Jason & Andy discuss aaset location and maximizing liquidity.

Jason and Andy discuss types of income and the tax advantages and disadvantages of each.

Jason and Andy discuss cash flow optimization strategies fro financial and retirement planning

Jason and Andy discuss the importance of understanding your relationship with money. Like all relationships in life, your relationship with your money isn't easy or perfect. But with ongoing effort and commitment, you can strengthen your bond, so you can improve your financial security, reach your money goals and build a strong future together.