Maleeah and CJ talk about risk tolerance and bias and why 'know thyself' is REALLY important when managing your own investments.

Maleeah, CJ, and SHawn talk about what insurance you actually need as you grow older.

Is July 2023 the new April 2024? CJ, Maleeah, and Shawn talk about the importance of getting to your taxes early. Really early.

CJ and Maleeah talk about the nine mistakes people make when preparing for retirement.

Forrest Ross joins CJ and Shawn to talk about supply your employees with a retirement plan.

Maleeah, CJ, and Shawn talk about places your income could come from once you retire.

Maleeah, CJ, and Shawn talk about RMDs and how they work with charitable donations.

This week CJ and Maleeah help everyone make sense of one of the most complicated subjects - Medicare.

Maleeah, CJ, and Shawn talk about the importance of estate planning, even if you don't have much in the way of assets.

Maleeah, CJ, and Shawn talk about how your Social Security benefits might be affected if you are still working.