On this show, we’re going to discuss items you’ll want to include on your retirement anti-bucket list and will also look at some of the things that often get overlooked during retirement planning.

In this episode, we'll dive into the essential financial tasks you need to complete before the end of the year. From tax planning and investment strategies to retirement contributions and charitable giving, we'll provide actionable tips to help you maximize your financial health. Join us to ensure you're on track to meet your financial goals.

In this inaugural episode, Shawna and Dave talk about the importance of financial planning, their background and how they can help you with your finances.

3 Prong Process, Medicare & Social Security changes for 2025, End of Year Reminders

Biggest regrets of Retirees

Discovery call Part 2 - Income Plan Review

Listen to Shawna’s mock discovery call with radio host Carol Blonder, where she highlights our comprehensive approach to wealth management.

Whether you're looking to have an income plan put together or seeking a second opinion on your retirement plan and portfolio, this session offers valuable insights into our process and dedication.

We believe you'll find it useful and reassuring of the meticulous care we put into each client's financial well-being.

Social Security Foundation of Retirement

Impact of 2024 Elections / Nashville Expansion

June 6, 2024