In this episode Jim and Josh welcome special guest Joe Latour to talk about where your investment and retirement funds are at and how to help make them work for you.

In times of economic uncertainty, there can be tremendous value in examining your retirement income strategy to make sure you aren’t falling victim to one or more of the common retirement strategy mistakes that can upend your hopes and goals for retirement.

During this episode, we discuss smart financial decisions during three critical chapters of your life: your 20s and 30s, your 50s, and during your retirement.

Tax season is a time of year when everyone is thinking about their finances. You can use it to help you make better decisions, not just this year but into the future.

In this episode we continue our discussion of what you need to know to maximize your Social Security benefits.

In this episode we go over what you need to know in order to maximize your Social Security. There are many strategies for filing and for spousal and survivor benefits.

Roth IRAs can be a solid part of an overall financial strategy. In this episode will describe Roth IRAs, compare them to traditional IRAs, highlight their tax implications and then look at rollovers.

During today’s episode, we’re going to look at ways you can adjust your financial strategy and strategies to make 2021 a great year. In the final segment, we’ll discuss what snowbirds need to do before they head off for warmer climates.

With just a few changes you can turn your bad financial habits into good habits that leave you planning for the future with confidence and excitement.

What happens if you leave a job or are considering rolling your 401(k) over? Today we tackle this question and more regarding your 401(k) or 403(b).