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From Our Blog

Ep 35: Life Events That Can Change Your Financial Plans

By |May 21st, 2020|Categories: Podcast|Tags: , , , , , , , , , , , , , , |

Sometimes events happen in life that make it really important for you to carefully assess your financial situation. Today we’ll look at five major life changes and explain why it’s a good reason for a financial review.

Ep 34: Good Intentions Don’t Always Lead to Good Advice

By |May 14th, 2020|Categories: Podcast|Tags: , , , , , , , , |

Seeking out financial advice is something we all do at some point but is the source of that information always providing good advice? Let’s explore four common outlets we use for guidance and why, despite having the best intentions, the advice might ultimately be ill-suited for you.

Ep 33: Coronavirus Market Update – CARES Act, RMDs, & Volatility

By |May 7th, 2020|Categories: Podcast|Tags: , , , , , , , , , , , |

As we begin the third month of the health crisis, Ben gives us an update on what he’s seen from the market in recent weeks, the provisions of the CARES Act clients are paying attention to, and what he thinks about volatility moving forward.

Ep 32: Mailbag Edition – Student Loans, Gold, Investing & More

By |April 23rd, 2020|Categories: Podcast|Tags: , , , , , , , , , , , |

A busy few months has generated a lot of curiosity from listeners so we’ll answer a bunch of financial questions on this show. From investing during the coronavirus to student loan dilemmas to long-term care coverage, we’ll cover a wide range of topics.

Ep 31: 5 Financial Truths to Rely On

By |April 16th, 2020|Categories: Podcast|Tags: , , , , , , |

The first quarter of 2020 was enough to make anyone reevaluate their finances but with so much information out there, what should you believe? Regardless of where you are in the retirement planning process, there are five financial truths that you can always rely on. We’ll share those on this episode.

Ep 30: Mailbag Time – Contribution Limits, Social Security, & Marijuana Stocks

By |April 9th, 2020|Categories: Podcast|Tags: , , , , , , , , , |

It’s a mailbag edition of the podcast and Ben answers five questions from listeners covering a wide array of financial and retirement topics, including company stock, real estate investing, Social Security benefits, mutual funds, marijuana stocks and more.

Ep 29: Is it Possible to Build a Perfect Retirement Plan?

By |April 2nd, 2020|Categories: Podcast|Tags: , , , , , , , , , |

How good do you feel about your retirement plan? How close are you to putting together the perfect plan? It’s out there and within reach but there’s a lot that goes into it. Let’s find out what it takes to get all of the pieces in place for the perfect retirement plan and the areas where people usually fall short.

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

By |March 26th, 2020|Categories: Podcast|Tags: , , , , , , , , , |

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

By |March 19th, 2020|Categories: Podcast|Tags: , , , , , , , , , |

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?

By |March 12th, 2020|Categories: Podcast|Tags: , , , , , , , , , |

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 25: Understanding the Basics of Roth Conversions

By |March 5th, 2020|Categories: Podcast|Tags: , , , , , , , , , , |

Have you heard about Roth conversions but wondered how they work and whether they’d benefit your situation? To understand them, you first need to know about a Roth and what its features are. We’ll do that today as well as lay out all the other basics that will give you a firm grasp on Roth conversions.

Ep 24: Lies You Might Hear from a Financial Professional

By |February 27th, 2020|Categories: Podcast|Tags: , , , , , , , , , |

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.

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