Making Finances Easier

Paul and Garrett bring Cindy Bickers on today's show to discuss her role in how she helps us with our wealth management clients. She does it all!

Paul brings Marissa and Ben on the show to weigh in on the challenges of Medicare Plans and Part D.

Paul and Garrett weigh in on how they talk to clients about their ability to take on investment risk through retirement.

Paul and Garrett discuss how they consider the tax implications and risk considerations in where they actually place different securities and ETFs within different types of investment accounts.

Paul and Garrett discuss a couple possible benefits of active management and also explore the history of Mutual Funds, ETFs, and now investment strategies we utilize that incorporate individual stocks.

Paul and Garrett discuss some of the financial planning challenges to be anticipated of a loved one passing.

Description: Navigating Working Rules and Spousal benefits for married (or divorced) individuals is complicated. Using software is the best first step you can take.

Description: There's a lot of reasons why people choose to take Social Security early. Paul and Garrett discuss Social Security trust fund issues and the benefits of a coordinated filing plan with your financial plan.

In this episode we discuss the current real estate market, housing prices and what to do with your mortgage if you're close or in retirement.

If inflation has peaked, what does that mean for the stock market? Smooth sailing or stormy skies ahead?