financial preparedness

Get Your House In Order – Estate Planning for 2024

In today’s episode, Don offers actionable advice and encourages listeners to talk with their families, update their estate planning documents, and make sure their financial house is in order.

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Successful Retirement Planning Is Like The Movie “Groundhog Day”

In celebration of the holiday this week, we thought we’d have a little fun and see what the movie “Groundhog Day,” starring Bill Murray and Andy MacDowell, can teach us about successful retirement planning. Throughout this conversation, we’ll draw parallels between the movie’s themes and financial planning, sharing six important lessons to help guide you to financial success.

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