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Ep 45: Meet Our New Advisor, Dan Oaklief

The Setup: Meet our team’s newest financial advisor, Dan Oaklief. Find out how he has reenergized and motivated our team and how he’ll be helping our clients.  https://mcdn.podbean.com/mf/web/2g94sx/045_-_ben_schrock_-_meet_dan_oaklief9xm37.mp3 Click the timestamps...

Ep 43: Financial Bots are Here

The Setup: Have you ever plugged your financial info to a website and gotten a retirement projection? As technology improves, how much can you trust these bots? Ben tried it for himself and got surprising results. We’ll share those plus talk about how useful these...

Ep 42: 4 Milestones for Retirement

The Setup: Being mentally ready to retire and financially ready are two completely different things. You might be prepared to call it a career but does your financial situation match your readiness? Let’s look at four milestones that might indicate you’re in a...

Ep 41: Do You Lack Confidence to Retire?

The Setup: The turbulence of 2020 might have you questioning just how close you are to retirement. That’s a common feeling for many people but today we’ll share a story about a client that came in without much confidence in retiring and left with the plan to quit...