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Real, useful information for everyday people that can be translated into daily life and thought. Each week we cover a different aspect of financial planning, retirement options, and current...
Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com . Connect with F...
Losing a loved one is never easy. Taking care of the final documents, bank accounts and settling the estate could not come at a more emotion...
Generosity is a beautiful thing. Should you give to your children and charities before you are gone to make the most impact? When is the bes...
College planning is a dominant part of many families' aspirations. What is the best way to fulfill your hopes, dreams, and self-imposed obli...
Sometimes the hardest thing to learn is things we already thought we knew! Mortgages have changed dramatically in the last 30 years. Find ou...
In this episode of Your Retirement Playbook, we will discuss the Beginning, Middle, and End of Your Financial Journey. Topics we will cover...
Call now to schedule your complimentary Next Steps Meeting today at 800-928-4001 or learn more at www.yourlifeafterwork.com . Connect with F...
Accumulation, Contribution, and Distribution – do you know which Phase of Finance you are in? There are significant differences in how to ap...
Challenges that arise inside of the financial world can be complex. For example, what is the difference between a trustee and a successor tr...
Are you tired of quarterly payments? Your IRA may be the solution! Join us on Your Retirement Program as we talk about simplifying your tax...
Choosing your investments can sometimes look more simple than it actually is! In this episode of Your Retirement Program, we will talk about...
Thank you for tuning into Your Retirement Playbook! On this show, we will talk about simplifying your investment decisions, eliminating quar...
All beneficiaries are not equal, and it is the same for assets! Tax diversification in your legacy plan is a great thing! You worked hard fo...
Is volatility keeping you up at night? Does volatility really matter? Volatility is uncomfortable and painful in certain parts of investing...
How long do you plan on being around – will you outlive your life expectancy? Can inflation destroy your retirement plans? Your financial jo...
In this episode of Your Retirement Playbook, we will discuss a case study! Our first segment will lay out the whole case and focus on what t...
Thank you for tuning into Your Retirement Playbook! This show will discuss preparing for retirement, inflation, volatility, and tax diversif...
Unfortunately, inflation impacts your retirement dreams. Inflation is like high blood pressure; whether you know you have it or not, it can...
Is your life insurance policy current? They call it permanent insurance because you are supposed to die with it; however, the average person...
Rebalancing retirement accounts means selling from what did well and purchasing what did poorly the quarter before. We will discuss if you s...
It is difficult to speak when you are no longer here. A letter of intention gives your family the easiest opportunity to fulfill your wishes...
Navigating through your financial journey, you will encounter many detours. On this episode of Your Retirement Playbook, we will discuss how...
72(t) allows you to get money out of an IRA before you turn 59.5, but it comes with serious stipulations and consequences, proceed with caut...
Moving money out of a 401K into an IRA makes sense, but sometimes you have to reverse your decision. Call now to schedule your complimentary...
How do I value my intellectual property? What exactly is an intangible asset and how things changed over time. Call now to schedule your com...
There are several ways to get to Florida, but you can't switch along the way! The goal is to get where you want to go, but there WILL be int...
For over more than 20 years we have helped families prepare for retirement. Our trademarked approach called the Family Focus® Process revolv...
You have done a great job of saving for your life after work, but what happens when it is time to take money out of your accounts? Call now...
In this segment of Your Retirement Playbook we are going to discuss how to use and gift your money in the best way. We want to help you be a...
What does it look like when you begin to transfer from your working life to your life after work? One thing you need to plan for is how your...
We have Your Retirement Playbook program to help people reduce financial regrets and in this episode we will talk about 4 things you need on...
We have Your Retirement Playbook program to help people reduce financial regrets and in this episode we will talk about 4 things you need on...
You have done a great job of saving for your life after work, but what happens when it is time to take money out of your accounts? Call now...
Worried how to preserve your finances during a deteriorating market? You are not alone. We are going to discuss how to be proactive in prote...
Let's talk more about the three phases of finance, specifically Accumulation! What I have learned over the last 35 years in the industry is...
Many people believe fear and greed are the scariest words when it comes to your investment, but I believe that there are two other words tha...
On this show we will talk about the 3 Phases of Finance and what to consider in a deteriorating market. Call now to schedule your compliment...
When you have an extra dollar, where should you put it? Do you have a checklist or process on how to make that decision? Join us as we break...
In this segment of Your Retirement Playbook, we will dive deeper into intentional IRA withdrawals. Call now to schedule your complimentary N...
On this segment of Your Retirement Playbook, we will explore a cautionary inheritance tale so that you don't make the same mistake! Call now...
The art of childhood is knowing what to tell your parents and when! Join us on "Your Retirement Playbook" as we discuss what to think about...
The art of childhood is knowing what to tell your parents and when! Join us on "Your Retirement Playbook" as we discuss what to think about...
How will drawdown impact your chances for success in retirement? You need to hear this episode of Your Retirement Playbook! Call now to sche...
Should you use additional income streams like social security, home equity, or sell other assets to provide income in uncertain times? We br...
Success is never dependent upon one thing, but failure can be. What does a failed retirement journey look like? Learn more on this episode o...
Whether you are a new retiree or a seasoned one, we often have the same concerns. The best way to avoid retirement mistakes often comes from...
Retirement is an emotional rollercoaster. Excitement, accomplishment, freedom and then there may be loss of identity, confusion and worry ov...
What can possibly go wrong?! The things that happen on your financial journey are similar to the struggles you will face in golf. Let's talk...
What economic condition are we in today? Sure, the economic condition matters to help you decide what you need to do next in your financial...
How do you know where "A" dollars and "B" should be invested? When faced with a buffet of options, which one should you choose first? In thi...