We want to look after our service professionals, but has

In this episode, Mike and Taylor cover the top 3 relationship risks when transitioning into retirement.

What's an RMD and why do I have to pull money from my account each year? Or do I? In this episode, Mike and Taylor dive into these common questions about required minimum distributions (RMDs), how they're calculated, and the history of them.

ABC’s it’s easy as… wait, no, what business Entity is best for me? In this episode, Mike and Taylor review what a business entity is and the different types of business entities.

Where do you fall on the financial readiness scale? This episode answers questions many of our listeners may have regarding their current financial security relative to social norms.

Santa is coming to town and as he takes off on his sleigh, he may bring the stock market up with him this year. Let’s dive into the concept of the Santa Stock Market Swing.

Tune in to hear about Taylor’s first home buying experience and learn more about the home buying process.

What do my statements even mean and why do I need them? In this episode, we demystify common financial statements and dive into how to understand them.

It’s spooky season! To help prevent being financially ghosted or financially ghosting, Mike and Taylor review the basics of estate planning. If you're interested in this topic or have any questions, sign up here to attend our upcoming workshop on Estate Planning with guest speaker Ryan McGuffey.

In this episode, Malcolm Theobald joins the ALTIUS team to discuss the rise in electric vehicle demand and the current global energy crisis. Malcolm has 30 years of industry experience in energy along with the recent experience in purchasing an electric vehicle.