Planning For Life

In our practice, we do a lot of financial planning and coaching for folks with 401(k)s and 403(b)s. Getting the last 10 years of working and saving right is crucial to your success in retirement. In this episode we talk about the 5 most common mistakes we see pre-retirees make in their retirement plans, and how to fix them. 

In another episode of our quarantine series, we discuss the on-going Coronavirus fallout and specifically how small businesses are rising to meet these challenges. We are joined by small business consultant, Mike Cooper. Recorded via Skype to maintain social-distancing! 

In this episode we talk about the CARES Act, stimulus checks, unemployment benefits, and discuss life under quarantine. 

In this special episode we discuss happenings in the markets and the world regarding the outbreak of COVID-19 and what we are looking at from a market perspective. Recorded via Skype.

In the past month, the world has changed significantly. We're talking about some of those changes today as they affect your financial planning. Over the past 50 years there have been a number of difficult times in the economy and stock market, but this one is entirely new.

All of these volatile changes were challenging in their own ways, but our country has gotten through them. We can reach our financial goals regardless of what happens in the broader economy if we plan correctly. Let's tackle this together.

Many people think estate planning is only for the ultra-wealthy, but that's not true. It's important for everyone to have a basic estate plan regardless of income level that reflects your values and wishes. In this episode we dive in to a few estate planning considerations. 

In the third episode of Planning for Life, we talk about roadblocks on the path to retirement and financial planning success. Often, the more difficult the obstacles seem, the more meaningful the process is, and the more valuable the end result can be. We talk about some common roadblocks and how to overcome them in this episode.

In the second episode of Planning for Life, we talk about the SECURE Act, a recent piece of legislation that affects the retirement planning of millions of Americans. Learn everything you need to know right here.

Welcome to Planning for Life! In the first episode of our new podcast, we're talking about our hopes for the show and why we decided to make a financial planning podcast.