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Ep 28: Coronavirus Fallout: What Financial Steps Should You Take Next?

2020-03-26T09:10:01-04:00March 26th, 2020|

It’s hard to imagine anyone avoiding losses over the last month due to the coronavirus fallout, but there are steps you can take to rebound when the market begins bouncing back. Today we’ll look at the opportunity in stocks, explain the importance of trusting your advisor in times like these, and talk about the next steps you should be considering with your retirement plan.

Ep 27: Coronavirus Impact on Financial Markets

2020-03-19T09:24:21-04:00March 19th, 2020|

The coronavirus has affected people around the globe and forced us to all change many aspects of our day-to-day lives. Maybe the biggest impact we’ve seen in the US has come on the financial side. The market collapse we’ve seen over such a short period of time is unprecedented and has many people concerned. We turn to Ben for perspective on what we’re seeing and reassurance that retirement planning is a long-term play.

Ep 26: Should You Do a Roth Conversion?

2020-03-12T09:11:39-04:00March 12th, 2020|

Last episode we provided a basic understanding of Roth conversions. Now it’s time to take it a step further and look at the option from a strategic point of view. Is this something you should be considering for your retirement plan? We discuss who would and wouldn’t benefit and share the conversation we have with clients to help them make the decision.

Ep 24: Lies You Might Hear from a Financial Professional

2020-01-28T10:01:50-05:00February 27th, 2020|

A lot of financial professionals aren’t always completely honest. It’s not that they intentionally want to mislead you, but there are talking points many brokers are given that aren’t completely true. Sometimes they might even believe these sentiments, but let’s discuss four statements that you need to be cautious about if you ever hear them from an advisor.

Ep 22: Is Retiring at 65 Still a Realistic Goal?

2020-01-27T16:02:55-05:00February 13th, 2020|

For as long as we can remember, 65 has been the age that most people are expected to retire. That’s what we were taught at an early age and it’s the number that has guided planning for some time. But is that age a thing of the past? With a that number increasing around the world, should you go ahead and expect to retire at a later date?

Ep 21: SECURE Act Brings Changes to Retirement Accounts

2020-02-06T09:22:20-05:00February 6th, 2020|

Attention has turned to the new SECURE Act to begin the new year and for good reason. This marks the first significant retirement legislation in years and it’ll be impacting both retirees and pre-retirees. What changes should you be planning for and what other considerations need to be made? That’s what we’ll be discussing on this episode.

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