Ep #10: Awkward Conversations With Your Financial Advisor – Part 1

2019-11-14T09:12:03-05:00November 14th, 2019|

No one enjoys having to take part in those difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s explore two of those awkward conversations every good financial advisor should be bringing up with you. In part one of this series, we’ll look at how the death of a spouse and the possibility of nursing home care can affect your plan.

Ep #8: The Risks Savers Face: The Tax Time Bomb – Part 3

2019-10-17T12:35:04-04:00October 24th, 2019|

Part 3 of our series on savers and the missteps they can make in planning, we turn to the dreaded topic of taxes. As you save and invest for your future, are you considering the tax time bomb that could be looming down the road? What about strategies that can help lessen your tax burden? Let’s discuss the options that you have to save yourself money in taxes.

Ep #1: Do You Need Life Insurance After Retiring – Busting Financial Myths, Part 1

2019-09-03T15:34:09-04:00August 31st, 2019|

We kick off our five-part series about financial myths with a product that Ben has worked with in his career: life insurance. Many people feel life insurance isn’t needed after retirement, but that’s not the case. We’ll explain life insurance options, why it can be needed after retiring, and how it can become an income source.