It's time to get real. Brie helps you be more realistic when examining your financial situation.

We take one of your listener questions on financial planning for couples.

Occasionally, someone meets with an advisor just in the nick of time. Brie shares with us a time a client was able to avoid a bad financial mistake after meeting with an advisor.

We guide you through the potentially complicated process of planning your income in retirement.

There are a lot of ways to pass a financial legacy to the next generation. You can do it with actual dollars, but also with knowledge. In this edition of the podcast, Brie gives us some tips for how to pass on savvy financial skills to the next generations.

You haven’t gotten where you are in life by being lazy. If you have had children, you probably frequently told them not be a lazybones (or worse). You should do the same thing to your money. Get it off the couch. Lazy money or “couch potato dollars” can endanger your portfolio. Let’s talk about why that is.

It can be fun to reflect on the glory days of your life and the way things used to be. And it’s no different in the financial world; retirement planning used to be a lot easier than it is now. Let’s discuss a few issues that make retirement planning harder in today’s world.