Fiduciary

Episode 29 – Why Fiduciary Matters

The word “fiduciary” is being tossed around a lot lately, largely because of the Department of Labor’s oncoming regulations. To help you understand the importance of these developments, we share what fiduciary advisors don’t look like, so you can choose an…

Episode 28 – Navigating Elder Care

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. For many of us, our parents getting older is a tricky situation to navigate. How do you respectfully offer your help? Ensure they…

Episode 25: 10 Tips for More Tax Savings

Tax savings is a peculiar planning topic. It’s an idea that almost everyone wants more of, but few follow through to complete it. Most people don’t realize the large amount of tax savings they could have by making a few simple tweaks….

Year-End Bonus

Episode 24: Invest Your Year-End Bonus all at Once?

You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. How often do you receive a year-end bonus and immediately begin making a list of how you will allocate it? This plan usually…

Don't Fail In Retirement

Episode 22: Don’t Fail In Retirement

There is a companion podcast for this post available. You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. For most people, retirement is that time on the horizon when you get…