End of Year Financial Checklist + Market Update
We’re closing in on the end of the year, which is a great time to catch up on a little rest and relaxation. Before you ...
Recent Episodes
Evaluating the End of the Year 2020
From COVID numbers to the stock market, we’ve had a lot of volatility this year. What should we do now with our financial planning before ...How This Election Compares to Previous Years
Election Day is behind us but the results for this year’s vote are still unclear. As unusual as the 2020 election has been, there are ...Planning for Social Security Benefit Changes
The federal government recently announced an increase to Social Security benefits for 2021 but it also came with an increase in Medicare premiums. On this ...Let’s Talk Electionomics
What are some of the economics surrounding an election year? How will our president impact our economy? Let’s talk about the 800-pound gorilla in the ...Obsolete Financial Planning Axioms
Have you ever heard of the 10-5-3 rule? It’s one of the outdated financial planning axioms that just don’t make sense anymore. Today we’ll tell ...Stock Market & Real Estate Update
As summer winds down, the economy is still facing numerous challenges but you wouldn’t know it by looking at the stock market and real estate ...Preparing For Financial Storms
Are you prepared for a financial storm? We explain what to do and why a financial advisor is so important in helping you weather tough ...Have You Made a ‘Corona Purchase’?
Have you made a big splurge recently? How have your finances shifted in the past several months during the pandemic? Today we’ll talk about how ...What Happens Financially After the Loss of a Spouse?
Times like these may make you think more soberly and realistically about if something tragic were to occur. How do you prepare financially for the ...Assess Your Financial Health With A Stress Test
Don recently went to the doctor for a checkup and a cardio stress test. All is well, but the experience reminded him just how similar ...Financial Lessons from Mark Twain & Picking the Right IRA
We look at several quotes from Mark Twain in today’s episode to see how it may apply in our own financial life. Then, we talk ...June Economic Update
With a constant changing world, particularly in the last four months, what is going on with the economy right now? What takeaways should we have ...How Have Our Clients Been Doing Through Quarantine?
We spend a lot of time on the financial side of life, but money is nothing without your physical and mental health. Today we talk ...What Does Economic Health Look Like?
As we transition into a new routine and daily life, the economy continues to struggle. What has the Fed done? And will it be enough ...The Latest Financial Update on Coronavirus
As we approach the third month dealing with the coronavirus health crisis, let’s get an update on where things stand. Don will tell us how ...Coronavirus Update: Understanding the CARES Act
Have you heard about the CARES Act, which will provide aid and relief for individuals and businesses? What adjustments have you made recently due to ...Coronavirus Market Update
The coronavirus struck quickly across the country and it caused a rapid sell off in the market that has many people worried. How bad will ...Revisiting the SECURE Act: Inherited IRAs
Have you heard of inherited IRAs? The SECURE Act changed a lot of rules, including the details surrounding the inherited IRAs, so you’ll want to ...Coronavirus, Impeachment, & the Election – How News Might Affect Our Retirement
It’s been a busy year already and we aren’t even through February yet. Today we’ll address the top stories dominating the news right now – ...Surviving The Sandwich Generation
Are you caught in the middle of caring for both aging parents and a young family, or even, adult children and grandchildren? It can be ...RMDs: Are You Billy Or Are You Bruce?
Feeling confused about what the SECURE Act means for you and your RMDs? Don will talk you through what you need to know and help ...2019 Financial Year in Review
Before we turn the page and move into the new decade, let’s take a look back at a busy 2019. We saw a strong market, ...SECURE Act Update Heading Into 2020
We’ve been keeping an eye on the SECURE Act for months now and recent legislation passed by Congress will make it effective starting in 2020. ...Understanding 2020 Medicare Premiums and IRMAA Surcharges
It was recently announced that the Medicare Part B monthly premiums and the annual deductible would be higher in 2020, so how is this amount ...Common Misunderstandings When It Comes to Social Security
Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the most common misunderstandings about ...How Legal Documents Impact Your Finances and Retirement – Part 2
Americans believe it’s important to have a will, but less than half have one. Not only do many Americans lack a basic will, they often ...How Legal Documents Impact Your Finances and Retirement – Part 1
Americans believe that it is important to have a will, but less than half have one. Not only do many Americans lack a basic will, they ...What Can We Learn About Retirement from Flying?
You’ve likely never thought about it before, but there’s a lot we can learn about retirement from flying. Yes, many of the same processes and ...What Can We Learn From Interest Rates?
We read and hear a lot about interest rates as the move up and down, but how much do you know the rates and how ...