A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions. Isaac takes basic questions and turns them into better questions.

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Isaac explores the concept.

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Isaac addresses a few of these issues.

Isaac discusses scenarios where people encounter a retirement catastrophe because of poor assumptions, overall bad planning, or maybe just no planning at all.

It’s always bad when somebody dies unexpectedly without any life insurance and leaves their family in a difficult financial position. But it might be even worse when somebody has life insurance but it doesn’t pay out because they made one of these mistakes. Isaac discusses some common life insurance mistakes.

The old saying goes, “Smart people learn from their own mistakes. Geniuses learn from the mistakes of others.” Isaac takes a look at some of the regrets that he hears from people who wish they’d made different financial decisions so that others can learn from those mistakes.

With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans.

Isaac interprets some demographic statistics and explains how, if at all, they play a role in your retirement planning process.

What can we learn about financial planning from the game of tennis? Isaac discusses the financial knowledge we can gain from the sport.

What does retirement planning have in common with growing a garden? Isaac discusses some similarities of the two.