The year 2022 will be remembered as the year that life just cost more to live. Inflation unlike we have seen in decades is pinching pocketbooks and roiling the stock market. However, there are still ways to offset the impact of skyrocketing prices. In this episode, we share some inflation-busting strategies you can consider for your money.

We just finished celebrating Tax Day in the U.S. You're probably very happy it's all over. If only that were true. Taxes don't end April 15 each year. They impact you 24 hours a day, 7 days a week, 365 days a year. Taxes run through almost every financial decision you make, sometimes where you east expect them. Managing your tax liability can be tricky if you don't know what you're doing or what to expect. In this episode, we share some sticky tax situations you might face someday and how to handle them.

It just sort of happens. You keep saving for years, decades even, and suddenly you've got a lot of money. Now, you've got needs and desires you never dreamed of before. You decide to hire a financial advisor for the first time. What expectations should you have? What questions should you ask? In this episode, we share some of the unique expectations, needs, and desires you'll want your advisor to meet in as you near and enter retirement.

As another Tax Day approaches in the United States, your thoughts are probably on how much you hate Tax Day. It's understandable. Approximately 100% of Americans do not enjoy paying income taxes. We cannot avoid paying  ALL taxes, so let's stop complaining about it and start looking for ways to pay less. Believe it or not, there are ways. You just have to know where to look. In this episode, we share some simple strategies we've used to help clients lower, or even eliminate, taxes.

Being wealthy can present unique opportunities and decisions that trigger unique problems to go along with them. While it's tempting to jump at an investment opportunity or purchase that comes your way, it's important to consider the potential consequences of pursuing it. To do that, you need to know what to look for. In this episode, we share examples of unintended consequences of making financial decisions and how a financial advisor can help you handle them.

The first quarter of 2022 has been tough. The volatility that we haven't seen for the better part of 2 years has returned, and with a vengeance. The reasons for that volatility are well-documented - inflation, conflict in Europe, lingering impacts of COVID, rising interest rates, and so on. Rather than focusing on the causes of volatility, in this episode, we focus on the actions you can take to adapt to it.

Periods of extreme market volatility, like we've seen recently, are scary. They create uncertainty, which leads to fear, which leads to emotional decision making. It's at these moments that you have to remember the lessons the market teaches us. In this episode, we share key lessons we've learned from key financial strategists and our own experiences when it comes to how the market responds in volatile times.

The start of 2022 has seen the return of major volatility in the market. Conflict in Europe, stifling inflation, rising energy prices, and the threat of COVID still lurking in the background have set the stage for major upheaval in financial centers around the world. So, we know volatility is out there. How do we protect ourselves from it. In this episode, we share some very specific as well as general ways to shield yourself from extreme volatility.

Managing investments and cash flow will be perhaps your biggest challenge in retirement. However, don't neglect all the other decisions that must be made. Surviving retirement goes way beyond your investment portfolio. In this episode, we share our answers to complex questions about how to bridge the health insurance gap to Medicare, leaving money to grandchildren, and formalizing your charitable giving.

Every financial strategy has a purpose. That's why it was created in the first place. What happens when a strategy that was once very helpful isn't necessary anymore? Life does change and it makes sense that the way you manage your money changes as well. In this episode, we share when you might not want to keep life insurance anymore and what happens when market losses scare you a lot more than they once did.