The Retirement Cafe

Learn to invest like a genius and determine whether you need a traditional or Roth IRA. Finally, let's make sure your financial actions are lining up with your words.

Discover what common mistakes you could be making in your portfolio. We'll also share some strategies that just don't work and listen to the wisdom of Mark Twain.

Here comes 2018! Kick off the new year with your own financial checklist. Later on, discover the hidden gems in your portfolio and take inventory of your biggest assets.

Retirement planning is like a crossword puzzle. Find out how one wrong "answer" will affect the rest of your retirement plan. Later on, life happens. Learn how different events should factor into your portfolio.

Getting lost is never fun. This week, make sure you don't get lost in your financial planning. We'll also confidently proclaim financial truth and discover the different stages of retirement.

Explore your inner desire to retire, set firm financial goals, and discover how to complete a roth conversion along the way.

We'll tell you about the awkward conversations you might have with your advisor. We'll also keep you from sabotaging your financial health and correct your estate planning mistakes.

We'll teach you the lies you learn in broker school and take a trip to the retirement farm.

Everyone likes a healthy bank account. Learn the value of keeping a little cash on hand. Guard yourself against financial media and start preparing your end of the year checklist.

Determine whether you're defensive when talking about retirement. Learn why mutual funds are out of style and whether debt is good in retirement.