In today's episode, we dive into the newly passed Secure 2.0 Act and its impact on retirement calculations, from changes to contribution limits, RMDs, and new rules for 401k. This legislation has th…

 Today we're going to talk about the biggest mistakes people make with Roth conversions and how to avoid them. We're also going to talk about how Aunt Irma and Uncle Ronald, r m d, and our good old f…

As investors transition into a new phase of their lives, it is critical to recognize and address the five major risks that could impact their financial well-being. Every financial decision should be …

Tips on how we can take advantage of our losses in the market:

So end of the year and end of the year is a great time to start looking at your taxes because you got, you have an idea of how much inco…

We were talking about the 60 40 portfolio. If it was dead or not what do you do during the retirement years? How do you make adjustments and changes as the economy continues to shift and change? When…

There are many ways to participate in the market without having to ride the Wall Street Roller coaster.

It is important first to identify what "safe" means to the individual and then create a strateg…

Q: What was the impetus for living with financial anxiety?

Many people's biggest stumbling block to success is that they act out of fear.

When it comes to financial planning, this manifests as the fe…

Q:  What type of advisor should I hire?

A: The answer is, is the advisor who can help you, The advisor that you connect with..coming from the marketing side of this business, I have dealt with the fu…

What is the 4% Rule?

A: It seems like even the people who seem to think that they know what the 4% rule is, and once they start talking, you kind of realize that everyone has a different impression o…

Q: What type of financial advisor have you found to be the most helpful for those on the verge of retirement? (2:11)

A: This is a little bit of a trick question of, you know, when we're thinking abou…

Q: Is there such a thing as "winning" when it comes to investing? (1:58)

Q: What should we be thinking about when it comes to investing for retirement right now? (3:20)

Q: Can you talk about what peo…

Q: What is the "market?" (1:30)

A: Generally speaking, when we talk about the market in general terms, we're talking about the stock exchange and the ability to buy and sell pieces of a company or pi…

Q: How can retirees make the most of their money WITHOUT paying too much in taxes? (1:48)

Q: So the tax codes are actually written in favor of his citizens? (3:54)

Q: Where do we, how do we start mak…

Q: What do I need to know in order to retire? (1:48)

A: There are a lot of things that you need to know as we go into retirement. Unfortunately, there really isn't a handbook out there. HR doesn't gi…

What should you do with the 401k, when you're ready to retire? Which forms do I need to fill out in order to do a "rollover?" When should you start planning your rollover?

What should you do with the…