Your finances and your retirement are like a 5000 piece puzzle that needs to be put together. In this episode Travis gives tips and strategies to help you successfully put that puzzle together by putting together a solid plan.

With President Trump signing the SECURE Act into law in December, there are some changes coming to individual 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.

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.

In this show Travis talks about how important it is to have your assets and money properly allocated, not only for retirement, but for legacy planning and your overall financial well-being.

Sometimes we need to give ourselves a break. Don't keep putting off financial and retirement planning. In this show Travis talks about getting started on the right path and getting down to business with savings and investments.

There's so much to know about year end financial and tax planning that we couldn't fit it all in one show! Year-end planning is very important, especially in regards to retirement. Whether you're thinking about retiring or are already in retirement, you need to know about minimum distributions, tax planning and income planning and some of the things you need to do before the end of the year. In this episode we go over a number of tips and strategies for year-end planning.

Taxes can be tricky, especially when it comes to your investments and your retirement. Now is the time to get a tax plan in place. Travis welcomes special guest Pete Hibbard from CBC Retirement Partners to help sort it all out and provide solutions.

There are a lot of things to consider before the end of the year regarding your finances. From second opinion tax reviews to maximizing 401(k) contributions to taking your required minimum distributions. We want to help make sure you are ready for the next year and are able to meet financial and retirement deadlines.

Don't let the stock market rollercoaster affect your emotions. And is your spouse prepared for when you are not around anymore?

If you’re not properly allocated and a market correction or bear market hits, or if you’ve invested more aggressively than is prudent, you may have greater exposure once the market downturn begins. No one knows when the next recession will hit but you need to have a plan in place. we go over some of the things you will need to know.