George Fossing and Zach Jenkins discuss how the pandemic has forced millions of people into an early retirement. Don't get caught scrambling if this happens to you. Plus, what can we learn from investing mistakes of the past.

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George Fossing and Zach Jenkins react to a report that estate taxes could be going up across the board. What steps can you take to minimize your tax burden in retirement and in your estate? 

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George Fossing and Zach Jenkins break down the implications of the current national deficit. There is an opportunity now to take advantage of current tax rates before they eventually go up. Plus, how to make sure your foundation is solid before building the fun parts of your retirement plan.

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George Fossing and Zach Jenkins discuss having target date funds in your portfolio, as well as why it's important to not play musical chairs with your financial future. Also, many people dream of paying off their mortgage before retirement, but is that always the best idea?

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George Fossing and Zach Jenkins react to recent news that Warren Buffet made an investment mistake that cost his company $11 Billion. Obviously, Warren can afford to make mistakes, but how can the rest of us avoid costly mistakes as we approach our retirement years? 

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George Fossing and Zach Jenkins are joined by Jim Pritchard, Chief Investment Officer of Northstar Financial, to discuss current market trends, the potential of a drawback, and how to avoid excess risk in your portfolio. Plus, how well do you understand the current tax code?

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George Fossing and Zach Jenkins describe current market conditions and what it might look like if we experience a large pullback. Plus, what factors to consider when claiming your Social Security benefits.

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George Fossing and Zach Jenkins discuss the silent partner in your retirement accounts - Uncle Sam. Do you know how to take advantage of current tax rates to minimize your tax burden in retirement? Plus, are we getting closer to a correction in the stock market?

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George Fossing and Zach Jenkins discuss the most important question they ask people when they come into the office - What is your definition of retirement? Plus, they address the challenges of walking away from a career and Social Security maximization strategies.

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George Fossing and Zach Jenkins discuss President Biden's tax plans combined with ongoing stimulus relief. Is that going to send us into a recession? Plus, a discussion on the recent headlines about Robin Hood.

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