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.

It can be difficult to make financial sacrifices when the reward for doing so might not be seen until several years in the future. Let’s talk about some of the situations where you might be inclined to take the immediate benefit, but you should really consider the delayed benefit.

Lots of people have questions about their retirement, but most people should be asking other questions that they don’t even know to ask. Let’s break down the “unasked questions” of the financial world.

Learn about RMDs and how they can affect your retirement.

Looking at how the conversation about retirement readiness typically takes shape. 

We detail all the financial considerations you should make if you are going through a divorce.