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Mar 30, 2023

With Tax Day right around the corner, we wanted to record a timely episode to answer your tax questions for 2023. In fact, tax filing season might look a little different this year than it has in years past. In today’s episode, we’re going to cover some common tax pitfalls and how to avoid them.


We’ll dive...

Mar 23, 2023

Do you ever feel like your retirement planning goals are always moving? You're not alone. We’ve found that people often move the goalposts in their own retirement planning, often to their detriment. In this episode, we're diving deep into the psychology of retirement planning and the dangers of moving the goalposts.

Mar 16, 2023

No matter how much you plan or how well you prepare, life can sometimes stand in the way. You never know what the future has in store, and plans can change at a moment’s notice, leaving us with life’s other retirement plan.


In this episode, Nancy will share some of the conversations she’s had recently with...

Mar 9, 2023

Most of the people we work with in Arizona have utilized an IRA to help save for retirement. It’s one of the most popular tools out there for good reason, and it’s a big piece of many retirement plans.


But the IRA is also unique in a lot of ways from anything else you might use to save. In this episode, Nancy...

Mar 2, 2023

Retirement is an exciting time and should be a period where life is free from worry and responsibility. We work every day to help people in Arizona find that financial freedom, but that doesn’t mean that stress won’t creep up in retirement.


Today we want to talk about these stressors that people often deal with...