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Timing is Everything… When Making Withdrawals (22:18)

Timing is Everything… When Making Withdrawals (22:18)

November 19, 2019
Sequence of returns risk is the possibility that an investor will have lower returns over time due to withdrawals...
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Common Social Security Myths

Common Social Security Myths

October 29, 2019
Social Security is a federal insurance program that provides benefits to retired people and those who are unemployed or...
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Roth Conversions: A Financial Planning Trifecta

Roth Conversions: A Financial Planning Trifecta

October 25, 2019
Changes in income can happen often during your career. These fluctuations can be stressful but also present an opportunity...
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Design Your Retirement Savings Plan

Design Your Retirement Savings Plan

October 17, 2019
Variety Matters Your employer’s retirement plan likely offers several investment choices. The right mix of investments plays an...
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Burned out on FIRE? Focus on Finding Significance

Burned out on FIRE? Focus on Finding Significance

September 5, 2019
A recent trend once popular only within tight-knit circles of financial bloggers, the FIRE (Financial Independence, Retire Early) movement...
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Develop a Social Security Strategy

Develop a Social Security Strategy

July 26, 2019
Whether retirement is a few years or a decade away, you may wonder when to start receiving Social Security...
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Plan Ahead for Medicare

Plan Ahead for Medicare

July 10, 2019
As we look ahead to retirement, we realize that we have to sign up for Medicare, but we may...
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A Starting Place: Planning for Dementia & Alzheimer’s

A Starting Place: Planning for Dementia & Alzheimer’s

June 5, 2019
It usually starts slowly — a family member can’t find the car keys or reads an article about a...
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Bond Ladders

Bond Ladders

February 12, 2019
In a bond ladder, the bonds’ maturity dates are evenly spaced across several months or several years so that...
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Resolution Revolutions: Planning Your Goals for the Year (40:37)

Resolution Revolutions: Planning Your Goals for the Year (40:37)

January 29, 2019
We know that it is sometimes difficult to stick to those New Year’s resolutions, whether they be related to...
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Enrolling In Medicare: A Few Quick Tips

Enrolling In Medicare: A Few Quick Tips

January 19, 2019
During the Medicare open enrollment period, all Medicare beneficiaries have the option to reconsider their Medicare coverage for the...
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How To Disinherit Your Children Without Even Trying

How To Disinherit Your Children Without Even Trying

December 2, 2016
What if you accidentally disinherited your children? It happens more often than you might think. Read the fictional scenario...
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We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

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#129

Alternative Minimum Tax Explained

November 30, 2023
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#128

Incentive Stock Options Explained

November 16, 2023
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#127

6 End-of-Year Tax & Financial Planning Strategies

November 2, 2023
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