Fly fishing isn’t about brute force. It’s about patience, timing, and understanding your environment. In a lot of ways, building a successful retirement plan works the same way, so let’s learn a few financial lessons from the river…

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Whether you’re visiting one of the 63 national parks this summer or simply the local trail nearby, there are a number of best practices that apply to both your nature hikes and your retirement plan…

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

In honor of Father’s Day, let’s tell a few dad jokes with a financial twist. And are there any underlying financial lessons that we can learn from them?

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

In honor of the 40th anniversary of Top Gun’s release in 1986, let’s review some favorite quotes and scenes to see what they can teach us about our financial lives…

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Let's discuss some of the unique retirement planning challenges that women face.

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you…

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

It’s our annual Mother’s Day tradition here on the show. Let’s take some of the things that mom used to tell us and apply them to our financial planning…

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Ever wonder what you should be doing to prepare for retirement at each stage of life? Tune into today’s show to find out.

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Based on a recent article from Kiplinger, let’s talk about the five keys or rather, “five D’s” of retirement planning…

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Guest Dan Cuprill joins the show to share how purposeful living, fearless financial planning, and pursuing passions like travel and adventure can transform retirement into a fulfilling “fourth quarter” of life.

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500