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Sep 9, 2021

It’s easy to become overly confident with your retirement plan. You've been working on it for many years! But there are gaps in nearly every financial plan that can blindside us if we’re not careful.

On today's episode, Nancy goes in-depth on some of the common gaps she sees in planning for retirement and how we can...


Sep 2, 2021

Every year we face new challenges to our financial plan, but it seems the past year brought us more than we’re used to. The pandemic changed a lot around our country, and it’s definitely impacted the economy.

On this episode of My Smart Retirement, we want to identify some of the key challenges that are facing...


Aug 26, 2021

We were recently out spending time with some friends over a meal when the fortune cookies came out. As we all cracked them open to see what piece of wisdom awaited us, it got us thinking about financial fortunes.

Who’s to say that you can’t take that message of inspiration and apply it to your financial plan, right?...


Aug 19, 2021

As we move through life every day, we devote our attention to things that seem important in that moment. In doing so, we overlook many of the things that protect us in the event of an emergency.

Hopefully if the time ever comes when you need your smoke alarm to work or your airbags to deploy, everything is working...


Aug 12, 2021

Spending habits determine much of the success you have during your working career and then into retirement. That’s why budgeting is always one of the first steps towards retirement.

But being a responsible spender is much easier said than done. Otherwise retirement planning and managing finances would be a breeze.

So...