Clients (or soon to be clients) all seem to be concerned about a handful of the same issues right now. Eric tackles some of these common concerns and questions that we're hearing several times a week.

In honor of this year's NFL draft, we're hosting a financial draft, with Eric serving as the GM of the retirement planning team. Which tools and strategies should be considered a first round pick, what should go in a later round, and what shouldn't be drafted at all?

Different types of clients come with all sorts of varying questions, concerns, and stories. Eric talks about the many different types of conversations that unfold with different types of people.

What can we learn about retirement planning from the great Steve Martin? Well, probably more than you think...

It's time for some spring cleaning, and if you've ever cleaned out a closet, you actually have some good experience to draw from when it comes to getting your financial life organized. Eric explains what we can learn about financial planning from a closet reorganization.

Description: You've probably heard that "the customer is always right." Well, in financial planning, that's often not true at all...sometimes with catastrophic results.

Did you learn anything from the way the market behaved in 2022? If so, good for you! If not, learn how to be prepared for the next market crash, whenever it comes.