Ep 46: Handling Finances After the Death of a Spouse
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...Ep 40: Retirement Projections, Diversification & Other Mailbag Questions
The Setup: It’s time to answer your questions once again on the podcast. Today we’ll cover, retirement projections, proper diversification, how much you’ll need for retirement, a surprise inheritance, and working while earning Social Security....Ep 30: Mailbag Time – Contribution Limits, Social Security, & Marijuana Stocks
The Setup: It’s a mailbag edition of the podcast and Ben answers five questions from listeners covering a wide array of financial and retirement topics, including company stock, real estate investing, Social Security benefits, mutual funds, marijuana stocks and more....Ep 29: Is it Possible to Build a Perfect Retirement Plan?
The Setup: How good do you feel about your retirement plan? How close are you to putting together the perfect plan? It’s out there and within reach but there’s a lot that goes into it. Let’s find out what it takes to get all of the pieces in place for the perfect...
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