Ep 44: Should You Tell Children About Inheritance Plans + Other Listener Questions

2020-07-20T15:29:54-04:00July 23rd, 2020|

If your estate plans include leaving behind a money to your children, should you tell them about it ahead of time or make it a surprise? There are arguments for both sides and we’ll share some of our guidance on that topic. Plus, we’ll cover annuities, retirement income, trusts, and investment strategy on this mailbag edition.

Ep 43: Financial Bots are Here

2020-07-06T11:38:47-04:00July 16th, 2020|

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 bots can be for planning.

Ep 37: A Coronavirus Update on Our Clients & Our Office

2020-06-04T09:13:36-04:00June 4th, 2020|

We spend most of the time on this show talking about financial planning topics, but we thought it would be beneficial for a lot of people if we talked about how everyone has been doing. From our own office to the clients we’ve been keeping in touch with, find out how others are dealing with quarantine and what they’ve been doing to keep busy.

Load More Posts
Go to Top