More Essential Documents

Episode 18 - Certain documents, like a will, are important.  But there are other documents that are just as important if you have adult children or are caring for older adults.  Learn just how critical these documents can be in our latest podcast.

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The 4 Percent Rule

Episode 17 - Are you familiar with the “4 Percent Rule”? It’s an interesting and simple way to gauge whether you can afford to retire. But does it really work?

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Essential Documents

Episode 16 - No matter who you are, no matter how much money you have, there are certain essential documents we all need.  Learn more in this podcast.

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Bridges and Whole Life Insurance

Episode 15 - A bridge and life insurance have much in common: long lasting, stable, and when built correctly, made to last a lifetime. And life insurance is a critical “bridge” for your surviving family members.

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An Important Lesson From George Mallory

Episode 14 - George Mallory may—or may not—have been the first man to summit Mount Everest. But he never gets credit for it. He apparently died on his way back down the mountain. Learn how this may have parallels to your financial life in our latest podcast.

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The Advantage of Starting Early

Episode 13 - Saving money may seem like a low priority. But the results of not saving early or not saving enough can't be reversed later on. More than anyone, millennials need to understand this simple lesson. Learn more in our latest podcast.

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Estate Tax Planning vs. Planning an Estate

Episode 12 - OK, so maybe you don’t have $11 million. And maybe you’ll never have to worry about paying an estate tax. But everyone needs an estate plan. Listen to this podcast and learn five good reasons why.

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Market Volatility

Episode 11 - So much has been written about risk tolerance and its importance in designing an investment portfolio. But what about risk capacity?  Listen to our latest podcast and learn just how critical this is.

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Using the “Three Bucket” Approach in Retirement

Episode 10 -What happens if your retirement accounts have a bad year just before you retire?  It's called "sequence of returns risk," and it could significantly reduce the amount of income you can withdraw over your lifetime.  So what can we do about it?  Try the "three buckets" approach.

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Retirement Planning

Social Security Planning

Asset Protection

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Chronic Illness

College Planning

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