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).

There is a lot of political upheaval and unrest. If you watch the news it's a 24/7 circus, especially in an election year. Many people let politics influence their investments and financial decisions. In this show TJ talks about how this is a mistake that you can avoid and how politicians come and go, but good solid asset allocation and financial plans can stand the test of time.

In this special episode, TJ talks about the reason for the season and how giving to others is so important. We talk about ways to give during the holidays and beyond into the coming year..

In this episode TJ talks about how running up debt for the holidays is not good and ways to help avoid this temptation.

Political upheaval, trade wars and a possible recession... the media wants you to panic, but if you have a plan in place it can help relieve the stress and worry. TJ talks about how to create a plan and how to avoid the emotional rollercoaster.

Congress is proposing some big changes to Independent Retirement Accounts. What are some of these changes? How might they impact you? What is a Stretch IRA and how does it function? This episodes looks at all of these questions and more.

Are you too Risky? Are you too Safe? Where are you allocated?

Nobody wants to pay more taxes than they have to, and nobody wants to leave their family or loved ones with a big tax burden. In this episode TJ talks about what to watch out for and helpful tips and strategies to help with tax and legacy planning.

In this episode TJ talks about 3 big pitfalls to plan for in retirement... Taxes, inflation and your legacy. These are areas that need a lot of planning up front in order to have a successful retirement.

Are your retirement accounts and investments at risk? Are you aware of how much risk you have in your accounts? In this episode TJ talks about strategies designed to help keep your retirement safe from a bear market, volatility and risk.