by admin | Nov 12, 2020 | Podcast
The Setup: We’re talking specifically to Baby Boomers on this episode. What are the most common challenges, fears and goals of this generation? What are some of the mistakes Boomers often make and how can they be avoided?...
by admin | Nov 5, 2020 | Podcast
The Setup: On this episode, we share five commandments that should be written on stone tablets in your retirement plan. https://mcdn.podbean.com/mf/web/ctn6yx/057_-_BEN_SCHROCK_-_FINANCIAL_COMMANDMENTS7bcpk.mp3 Click the timestamps below to skip to a specific topic in...
by admin | Aug 27, 2020 | Podcast
The Setup: If you visit a financial advisor, how complex should your plan be? Is a one-page plan too simple? Is a 50- to 100-page plan too much? We’ll explain how much detail you should expect in your financial plan....
by admin | Aug 20, 2020 | Podcast
The Setup: When the market crashes, it’s normal to feel panicked. But we’re here to help you build confidence and get through these tough times with a five-step market crash survival guide....
by admin | Aug 13, 2020 | Podcast
The Setup: It’s a somber topic that no one likes to think about, but it’s important to have a financial plan in place if your spouse dies. Our team can help you with those sensitive, difficult conversations so money is the least of your worries if your loved one...