Ep 22: Why Retirement Planning Ain’t What It Used To Be

Ep 22: Why Retirement Planning Ain’t What It Used To Be

In some ways, retirement planning was easier for past generations. From the loss of pensions to changes in the market retirement planning just isn’t what it used to be. Planning has even changed throughout the past five years. So, what do we need to prepare for that...
Ep 21: Spotting Red Flags When Picking An Advisor

Ep 21: Spotting Red Flags When Picking An Advisor

With current market volatility, you may be thinking of working with an advisor if you’ve been DIYing your retirement up until this point. However, with so many options and information out there what should you look for in an advisor? If an advisor seems to work with a...
Ep 20: Is Your Advisor an Effective Communicator?

Ep 20: Is Your Advisor an Effective Communicator?

Having an advisor that effectively communicates to you is essential in understanding your financial plan and the strategy they are helping you build. There are so many ways to communicate these days: in person, through phones, social media, podcasts, etc. Which do you...
Ep 17: Investment Terms You Should Know Today

Ep 17: Investment Terms You Should Know Today

Trying to keep up with news today feels like a 24-hour job. As if the year hasn’t been unpredictable enough, now we have Elon Musk buying Twitter. With everything happening, it’s not surprising that markets have reacted by moving up and down even more than usual. If...