by admin | Jun 18, 2020 | Podcast
The Setup: If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better...
by admin | Feb 20, 2020 | Podcast
The Setup: 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...
by admin | Jan 9, 2020 | Podcast
The Setup: 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. [spp-player...
by admin | Nov 14, 2019 | Podcast
The Setup: No one enjoys having to take part in 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...
by admin | Oct 24, 2019 | Podcast
The Setup: 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...