May 19, 2022
People love do-it-yourself projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design and how to do those things without professional help. Today we're talking about the DIY mentality in retirement planning.
What we discuss in this episode:
1:22 – No...
May 5, 2022
What can we learn about financial planning from the Andy Griffith Show? We’ll share some quotes from the famous show and explain how they relate to you retirement.
What we discuss in this episode:
1:25 – Floyd
2:27 – Goober
6:07 – Sheriff Andy
7:29 – Otis
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Apr 21, 2022
Should you take a job with a higher salary but worse health insurance? Is there a way to not owe the IRS so much in taxes each year? These are a few of the mailbag questions we’re answering on today’s show.
What we discuss in this episode:
1:00 – Career moves
4:10 – Taxes
6:45 – Marriage costs
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Apr 7, 2022
A lot of people have questions about their retirement plan, but you might be asking the wrong questions. We’ll share some common wrong questions and what better questions might be.
What we discuss in this episode:
0:57 – How much to save?
2:30 – Long-term care insurance
4:07 – Highest return
5:41 –...
Mar 17, 2022
Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We’ll share some challenges they face and how to know if early retirement is for you.
What we discuss in this episode:
0:59 – How early?
5:21 – Realistic retirement?
6:20 – Challenges of...