In this week’s podcast, Tom, Brendan and Casey discuss financial planning tips and best practices to start your year off on the right foot. They talk about how to review your financials from 2021, tax planning, cash flow management strategies and much more! We’re already a couple weeks into 2022 so tune on in and […]

Recent headlines have claimed that the stock market is being “propped up” by just a handful of the largest companies. In this week’s podcast, Tom, Brendan and Casey discuss what this type of market means for investors. While driving home the point that it is normal to see different areas of the market, like large […]

There have been a lot of economic questions lately, specifically whether or not the Federal Reserve will raise interest rates. We got some clarity this week on their plan of action. With so much emphasis on this meeting and the economy as a whole, Tom, Brendan and Casey share their thoughts on it all in […]

In this week’s podcast, Casey and Brendan further their discussion on retirement withdrawal strategies. They discuss a recent piece of research that indicates the 4% rule for retirement might be out of date. Tune in to find out how stock market valuations affect retirement plans and what retirees can do if they have to withdraw […]

In this week’s podcast, Brendan and Casey discuss retirement withdrawal strategies. They highlight the different levers that can be pulled. And how making adjustments to spending can have a larger impact on “success rates” than portfolio changes. This podcast drives home our point that financial planning is a process and not a one time event. […]

In this week’s podcast, Tom, Brendan and Casey discuss why a move in retirement is not a silver bullet that fixes high cost of living. What lifestyle your investments have to support is THE BIGGEST factor in the retirement equation. Moving in retirement is about more than just avoiding income taxes. It requires consideration of […]

In this week’s podcast, Tom, Brendan and Casey discuss the highest inflation reading in over 30 years. The guys share their thoughts on how to best handle inflation from an investing and financial planning standpoint. Nobody likes to pay more for everyday items. Tune in for some practical things you can do (or not do) […]

In this week’s podcast, Casey breakdowns three of the most popular misconceptions we hear about what inflation means for your investments. He highlights how stocks are the best inflation hedge we have. As well as touching on two common alternatives we often hear about, investing in gold, and fixed products, like annuities. If you’re concerned […]

In this week’s podcast, Brendan and Casey discuss the 5.9% cost of living adjustment (COLA) to Social Security checks starting in 2022. They breakdown how the COLA is calculated, how these adjustment are built into financial plans and so much more. Social Security is something that affects everyone. Whether you are a taxpayer or someone […]

In this week’s podcast, Tom, Brendan and Casey wrap up their discussion on whether or not target date funds are “good” investments for 401(k) investors. A recent Wall Street Journal article recommended recreating target date funds on your own. The guys breakdown why that completely negates the benefits and unnecessarily exposes investors to market timing […]