Ep 56: Is $8 Million the New Target for Retirement?

The Setup: Is $8 million the new target for retirement? We found an article that points to that idea so we’ll share our thoughts about how this impacts planning on today’s podcast. https://mcdn.podbean.com/mf/web/ytfgyx/056_-_BEN_SCHROCK_-_8_MILLIONasqg3.mp3 Click the...

Ep 55: Hindsight 20/20 – Five Common Financial Mistakes

The Setup: Financial decisions are a lot easier with the benefit of hindsight. Here are some common mistakes people have made this year and how hindsight could have helped them in 2020. https://mcdn.podbean.com/mf/web/kpwwy2/055_-_BEN_SCHROCK_-_HINDSIGHT_202073q4p.mp3...

Ep 54: Five Outdated Financial Strategies

The Setup: Just like technologies change and become outdated, so do some retirement planning strategies. Let’s look at five financial strategies that have become obsolete. https://mcdn.podbean.com/mf/web/g3vr6c/054_-_BEN_SCHROCK_-_OBSOLETE_PLANNING_IDEAS9475e.mp3...

Ep 53: Common Housing and Retirement Questions

The Setup: Clients often ask us about their house (or houses) and how they fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing....