Jan 19, 2023
Most people spend more time planning vacations than planning retirement. It sounds ridiculous, but it’s absolutely true.
Today, we’re going to trick you into planning for retirement by pretending to plan for a vacation. Ready? Let’s go!
Here’s some of what you’ll learn in this episode:
- Where are you going to...
Jan 5, 2023
Different people have different levels of desire when it comes to finding their retirement date. Today we’re exploring these different levels of desire.
Which of these statements below sounds most like you and your retirement plan?
Here’s some of what you’ll learn on this episode:
- I don’t see myself ever...
Dec 15, 2022
Disney World is a fun place, but it can also teach us a lot about financial planning. For instance, you might enjoy riding Space Mountain in the dark, but when it comes to you retirement plan, you don’t want to enter it blindly.
Today we’ll talk about some of the most iconic rides at Disney and how they can relate...
Dec 1, 2022
Many things in the financial world are critical to your future financial success. But not everything is all it’s cracked up to be.
For example, saving money on taxes is wonderful. You don’t want to pay Uncle Sam any more than you have to. But that shouldn’t be the primary advantage of an investment. From rates of...
Nov 17, 2022
Not everyone inherits money, but for those who do, there are some things you need to know. Today we’re answering some common questions we get about this topic.
From tax implications to common mistakes we see people make, we are here to make sure your current or future inheritances go smoothly. We’ll explain what...