Jeff Lavender is an expert at travel and is an official travel partner of Epstein and White. He's been helping people travel and travel right for over 30 years. So now all of our clients with their travel dreams in retirement, we can not only help them with the finances to go make those plans we can send them to Jeff to help them design and make these dreams come to reality.

How our behavior as investors can trip us up, we get in our own way. It's one thing to be mindful of our own behavior, but we also can't control the behavior of others and that's the other human element of all these things.

Just what does change when you get into retirement that makes you need to think differently about how your managing your money and managing your portfolio? Brad offers his tips in todays show!

2021 is here and we want to make sure that we understand whats going on in the world of taxes and the world of the markets. Brad talks about some of the challenges and some of the good and some of the bad of investing when we have the markets at all time highs.

With a new year upon us, how do we set ourselves up for success rather than failure when it comes to some of our goals.

When we were growing up, we heard about Santa’s Naughty or Nice list. Santa would write your name deciding if you’ve been Naughty or Nice. And admit it. Your behavior improved as the calendar got closer to Christmas. So on today's show, Brad White is our Retirement Santa. What retirement scenarios could fall under Naughty or Nice? Let’s find out…

2021 will be here before you know it … that’s when Congress will be back in session and by then we’ll have more answers on the final makeup of Congress. So, will Washington be in a gridlock or will we see any changes that could impact your retirement?

Why did the market rally right after the election? As it became clear that Biden was going to win, but the Republicans were going to hold the senate, that created a bit of a best of both potential worlds for the market and Brad explains why!

By the time it’s all said and done, an estimated 4 MILLION older workers between the ages of 58 and 65 will have left the workforce this fall. If the pandemic and all the turmoil that’s changed the world this year has you on retirement’s doorstep, now what?

When it comes to the government’s response to COVID, are the relief packages too little? Too much? It’s still hard to say. And don’t forget that when it comes to some of these temporary changes in the rules for your retirement accounts … there are important considerations you need to be aware of.