Ep 36: Financial Advisor Red Flags
Let’s talk about some of the red flags that people can look out for when they’re shopping for a financial advisor. Have you ever met with one of these types?
One Simple Word
One Simple Word If you have a fixed annuity, you get a fixed rate of return. If you add one simple word, "indexed", you create a fixed indexed annuity. In other [...]
The Social Security Tax Trap
The Social Security Tax Trap Retirees face multiple income traps. Many will see a portion of their Social Security income make its way onto the taxable income line of their 1040s. [...]
Ep 35: Most Common Retirement Mistakes
Today we’re sharing five of the most common retirement mistakes. Find out what they are and how you can avoid them.
Is Your HSA Working For You?
Is Your HSA Working For You? If you have a Health Savings Account (HSA) option, the benefits are worth the investment. The tax benefits magnify the advantage of investing in, say, [...]
The New Funny Money
The New Funny Money Cryptocurrency and bitcoin are the new funny money. Specifically, it's a form of digital payment exchanged online. Many companies issue their own currencies (tokens) which are only [...]
Ep 34: Universal Truths of Retirement Planning
No matter how much money you make, where you live or when you’re retiring, there are some universal truths that apply to everyone’s finances. Find out what they are.
Life Insurance Payout Considerations
Life Insurance Payout Considerations There are several life insurance payout considerations. It’s important to understand those options so that you choose the right one for your situation. Do you want a [...]
Debunking Annuity Myths
Debunking Annuity Myths Don't overlook the benefits that annuities provide during your retirement planning years. Yes, some myths make them appear to be a lousy choice, but there are reasons to [...]
Ep 33: How SECURE Act 2.0 Could Affect You
SECURE Act 2.0, son of the SECURE Act, has come out and we'll explain what has changed and how it could affect you.
