Retirement Today

Are you nearing retirement and feel unprepared? Preparing for retirement can feel overwhelming, but there are plenty of ways to prepare to give you a greater sense of security.

Join Zach Holcomb and Michael Reese, CFP, in this week's episode of Retirement Today, where they discuss retiring in 5 years.

Proactive tax planning is often overlooked in setting yourself up for success in retirement. While people max out their 401k, they still have a mortgage to pay off, leaving more tax problems for later. What are you doing wrong, and what can you do better?

Join Zach Holcomb, and Michael Reese, CFP, on today's episode of Retirement Today, where they go in-depth on the topic of proactive tax planning.

Being a smart investor is important to creating your wealth in preparation for retirement. However, not enough people discuss the huge impact that taxes have on your earnings upon entering retirement and withdrawing your hard earned investments.

Join Zach Holcomb, and Michael Reese, CFP, as they talk in depth on the relationship between investing and taxes.

President Biden has announced a variety of tax increases, that are supposedly aimed only at the 'the rich'. Mike explains why this is not true.

Join us on this episode of Retirement Today, where Mike will explain how to protect yourself from Biden's tax hike, and explain the misconceptions in his recent announcement.

What's our process? Our financial advising process is simple, and optimized to assist you. Let's break it down.

Join Zach Holcomb and Michael Reese, CFP, on this week's Retirement Today, as they breakdown our financial advising process.

With the passing of Bernie Madoff, it is critical that we all learn from such a dark mark in financial history. Learning to spot red flags for financial fraud will help us stop more Bernie Madoffs from existing.

Join Michael Reese and Zach Holcomb in this week's episode, where they will be discussing how to spot red flags for financial fraud.

There are so many moving parts when it comings to planning a complete retirement plan. Is your retirement plan complete or incomplete?

Join Michael Reese, CFP, and Zach Holcomb as they cover this weeks topic, do you have a complete retirement plan?

You need to make sure that your financial advisor has your best interests in mind, otherwise, you might not be getting the most value out of their services.

Join Michael Reese, CFP, and Zach Holcomb as they cover this weeks topic, what is a fiduciary?

Why continue to use life insurance after retirement? There are a lot of tax benefits that most people don't know about!

Join Zach Holcomb and Michael Reese, CFP as they discuss the reasons why you need life insurance after you retire.

Did you know there are three types of financial advisors, and each level is suited for different needs? If you didn't, then you should watch today's podcast and learn which level is right for you.

Join Zach Holcomb and Michael Reese, CFP as they discuss the different levels of financial advisors and what makes them unique.