How Money Works

We all seem to have a renewed focus on our health as the new year rolls around so let’s take some time to talk about your financial health and a few of the key indicators that show you’re in good hea…

Having certainty in retirement is always the goal, but life just doesn’t allow for that. There are unforeseen circumstances that will undoubtedly arise in each of our lives, so how do you prepare for…

In this episode, we’ll weigh the pros and cons of different accounts, starting with tax-deferred accounts like 401(K)s and IRAs. Then we’ll shift to the tax-free options and the benefits that Roth IR…

In this episode, Craig and Jennifer unpack the common pitfalls people encounter when cutting corners in retirement planning. From taking excessive investment risks to neglecting legal documents and e…

Everyone we work with will have a different comfort level when it comes to risk, which we account for when building a plan. But what does it mean when someone tells us they are risk averse?

So how do…

It’s pretty hard to believe that it’s been nearly 30 years since the movie Forrest Gump hit theaters. In case you needed another reminder of your age, there you go.

That was one of the great movies o…

If you’re someone who likes to procrastinate, especially when it comes to your finances, then this episode might be just what you need. We’re going to ask Craig and Jennifer about some planning items…

Are you considering incorporating annuities into your financial planning but find them too complex to comprehend? You're not alone. Annuities are often misunderstood, and this lack of understanding…

All the statements we’re going to talk about on the show today are all commonsense items that pretty much no one would disagree with on the surface. But for some reason, our actions often don’t lin…

What we want to do today is think about the clients we work with, the styles of people that we see, and determine if there are any investing similarities between people in the same industry. 

The…

Today we’re talking about retirement statistics. For example, did you know that 56% of Americans lose sleep when they think about retirement? That’s no way to live your life. That’s why we’re here …

Let’s talk about some of the areas of your financial life where disaster might be right around the corner. 

Too many people are walking around with no documents, or documents that are in desperat…

On the list of dozens of retirement-related concerns, how high on the list does the potential need for long-term care rank for you? If you live long enough, chances are you will need extra medical …

Just like the law of gravity in physics, there are financial laws that we need to consider. We’ll share several important ones today, including the laws of behemoths, rising taxes, market movement …

For many people, a 401(k) is their most powerful retirement savings vehicle. That’s because they’re able to contribute so much to it and their employer is often contributing as well with a company …

When was the last time you took a test? It’s probably been a while, right? On today’s show, we’ll invite you to grade your own financial competency by seeing how many of these questions you can answ…

For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. Much like a home needs a strong foundation, wa…

Getting lost while driving your car or hiking in the woods is kind of like getting lost in retirement planning. The good news is there are ways to get back on track financially, and we are here to h…

It’s easy to look back in hindsight and say “Knowing what we know now…” but unfortunately, we can’t predict the future. And since we can’t, the next best thing is to learn from others’ experiences.…

For some people, it’s time for spring cleaning, and that often means diving into a cluttered closet and getting it cleaned out and organized. Today we’ll share what principles we can take from a clo…