What do you do with your 401(k) when you leave or change jobs? In this episode we discuss your options and how to avoid costly rollover mistakes.

Understanding rollovers for your retirement accounts can be critical for a successful retirement. In this episode we talk about what you need to know.

So many people are unsure about their retirement. When to retire? How much money will I need to live comfortably? In this episode we talk about these questions and ways to help you retire with confidence.

What is going to keep you from having a successful retirement? In this episode we talk about 8 obstacles to avoid.

How do you create an income in retirement that you know will last? We go over a checklist that can hopefully help you reach that goal.

In this episode we talk about how rules of thumb don't always work for your financial plan.

Jeremy Bryan, Portfolio Manager for Gradient Investments, LLC joins the show to go over what the economy has been doing in the past year and how Gradient Investments expects it to perform in the coming months.

In this show we talk about the correlation to physical health and financial wealth, especially when it comes to retirement planning.

Do you have a written financial plan? What is your future tax plan? We talk about what you need to know to reach these important goals.

There are many important dates and milestones you need to be aware of when planning for retirement and while you are in retirement. We go over these critical dates and what needs to be done.