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From Our Blog

Ep 23: Mailbag Time! Life Insurance, Company Stock, & Retiring Early

By |February 20th, 2020|Categories: Podcast|Tags: , , , , , , , , , |

It’s another mailbag edition of the show and we’re covering five different topics that you’ve been asking about. From company stock to old life insurance policies to hitting seven figures in your portfolio, it’s a wide range of retirement conversations but we’re hitting them all today.

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

By |February 13th, 2020|Categories: Podcast|Tags: , , , , , , , |

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

By |February 6th, 2020|Categories: Podcast|Tags: , , , , , , , , |

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.

Ep 20: The Pros and Cons of Investing in Mutual Funds

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

Mutual funds have been a popular investment option for many years, but is the landscape changing? Let’s take a look at the pros and cons of using mutual funds as part of your retirement plan and help you decide whether it needs to be a part of your strategy.

Ep 19: Understanding the Basics of Mutual Funds

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

No matter how long you’ve been investing, you’ve probably decided to put some portion of your money into mutual funds. They’ve always been a popular investment option, but how well do you understand the product? Let’s take some time to understand the common terminology, what makes up a mutual fund, and other basics.

Ep 18: Retirement Checklist, Pensions, & More Mailbag Questions

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

Before we start up a new financial series, Ben’s going to open up the mailbag and answer a few questions from listeners that address retirement checklists, military pension benefits, and consolidating all of those retirement accounts you own.

Ep 17: Do You Have to Pay Taxes on Social Security Benefits?

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

Let’s wrap up our four-part series on Social Security misunderstandings by talking about the dreaded ‘T’ word. After years of paying the government, you might not think that you have to send more money their way when you start claiming your benefits. We’re going to clear up that subject today by explaining how taxes are calculated for an individual’s Social Security and how we work with our clients to lessen that burden.

Ep 16: Choosing the Best Social Security Claiming Strategy

By |December 26th, 2019|Categories: Podcast|Tags: , , , , , , , , , |

Are you nearing retirement and thinking about how and when you’ll claim Social Security? It can be as simple as visiting your local Social Security Administration office and filling out the paperwork, but can they also help you decide which strategy to use? That’s the next topic in a four-part series on the top misunderstandings with Social Security.

Ep 15: What Age Should You Claim Social Security?

By |December 19th, 2019|Categories: Podcast|Tags: , , , , , , , |

Our four-part series on Social Security misunderstandings continues with a discussion on the age you should target for claiming your benefits. Some people will tell you that claiming benefits as early as possible is your best option while others will insist on waiting as long as possible. So which is it? Let’s discuss the factors that go into the decision.

Ep 14: Is Social Security Going Broke?

By |December 12th, 2019|Categories: Podcast|Tags: , , , , , |

As we begin a four-part series on Social Security misunderstandings, we begin with one that’s been on the minds of many retirees and pre-retirees. That’s the idea that Social Security is going broke and there’s a chance that benefits could disappear at some point. Should you be worried? We explain on this episode.

Ep 13: 401k Investing and IRA Volatility + Other Listener Questions

By |December 5th, 2019|Categories: Podcast|Tags: , , , , , , , , , , , |

We’ve been hearing from a number of listeners who have sent in questions on a wide range of topics so we decided to dedicate an entire episode to answering as many as we can. From rental properties to fees and commissions to 401k company investing and more, we cover a lot of ground on this episode.

Ep 12: How Will the 2020 Election Impact Investing?

By |November 26th, 2019|Categories: Podcast|Tags: , , , , , , , , |

We’re only a year away from the 2020 presidential election and that’s making some investors anxious. How will the election affect finance? What about the candidates and their platforms? We get Ben’s thoughts on this topic plus two other recent headlines that all relate to retirement planning.

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