In this episode Jim and Josh continue their discussion on misleading retirement tips out there that you need to be aware of.

In this episode Jim and Josh look at some tips for financial and retirement planning that may not be the best thing for you. They talk about the good and the bad and what you need to know to have a solid financial plan for retirement.

During this episode, we’ll examine eight scenarios when temporarily pausing saving for retirement may make broader financial sense.

Annuities can provide a steady stream of retirement income if utilized properly. Find out about different types of annuities, how they work and how/when they may be part of a financial strategy.

During this episode, we’re going to examine financial statistics that may surprise you, scare you, or inspire you to readjust your own financial strategy.

We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.

During this episode, we’re going to discuss some of the critical questions you should ask a financial services professional you’re considering working with. In our final segment, will look at some steps you can take if your retirement date is very close.

In this episode Jim and Josh continue their discussion about what to do with your 401(k) or other retirement accounts when you retire or leave your job. They talk about the 6 options you have and go into the pros and cons of the final three. This is important information that you need to know, or it could lose a big portion of your retirement savings.

What do you do with your 401(k) or other retirement accounts when you retire or leave your job? In this episode Jim and Josh talk about the 6 options you have and go into the pros and cons of each of them. This is important information that you need to know, or it could lose a big portion of your retirement savings.

During this episode, we’re going to do a deep analysis of the recently passed American Rescue Plan. In our final segment, we’ll address some good post-pandemic budgeting options.