Client Portal

Category: Podcast

How will your retirement withdrawal strategy look?
Podcast

How to Avoid Common Pitfalls in Your Retirement Withdrawal Strategy, Ep #225

How working during retirement impacts social security
Podcast

The Financial Benefits and Drawbacks of Working During Retirement, Ep #224

Risks that could derail your ideal retirement
Podcast

Risks to Your Ideal Retirement, Ep #223

How to Pay for College in 3 Phases
Podcast

How to Pay for College in 3 Phases, Ep #222

Wild retirement problems
Podcast

Wild Retirement Problems, Ep #221

How to decide whether to take a pension or a lump sum
Podcast

How to Decide Whether to Take a Pension or a Lump Sum, Ep #220

Could you be spending more in retirement?
Podcast

Could You Be Spending More in Retirement? Ep #219

Podcast

How to Build Prosperity Through Your Perspective, Ep #218

Starting an SCorp in your second act
Podcast

What Starting an S-Corp Could Look Like for You, Ep #217

Ways to thrive financially in the middle years of retirement
Podcast

Decision Making in the Middle Years of Retirement, Ep #216

Is retiring abroad right for you?
Podcast

How to Approach Planning a Retirement Abroad, Ep #215

Sidestepping the retirement danger zone
Podcast

How to Prepare for the Retirement Danger Zone, Ep #214

Tax return surprises
Podcast

10 Tax Return Surprises You’ll Want to Avoid, Ep #213

Navigating a forced early retirement
Podcast

How to Handle a Forced Early Retirement, Ep #212

Tools for making better financial decisions
Podcast

Tools for Making Better Financial Decisions, Ep #211

Turn your "what ifs" into "what's next" with retirement stepping stones
Podcast

Turn Your ‘What Ifs’ into ‘What’s Next’ with These Retirement Stepping Stones, Ep #210

5 Reasons You Should Consider Investing in More Than the S&P 500
Market OutlookPodcast

5 Reasons to Consider Investing in More Than the S&P 500, Ep #209

Navigating divorce in retirement
Podcast

The Challenges with Divorce in Retirement with Lesli Doares, Ep #208

Should I roll my IRA into my 401k to do a backdoor Roth?
Podcast

Should I Roll My IRA into My 401K to Do a Backdoor Roth? Ep #207

15 Surprising Financial Facts of 2023
Podcast

15 Surprising Financial Facts to Round Out 2023, Ep #206

Financial Symmetry icon

CLIENT CENTER

UPLOAD FILES

Pershing Account