Apr 20, 2023

Recent surveys have shown that Americans are feeling more financially stressed due to inflation, economic instability, and lack of savings. People are unsure about creating a budget, where to invest their money, and how to save for retirement. Some worry that their savings won't last and that they will have to rely...

Apr 13, 2023

Have you ever wondered why you handle money the way you do? It turns out your financial behaviors can be traced back to your formative memories. In this episode, we explore how historic market crashes have left a lasting impact on our relationship with money.

From the Great Depression to the sudden COVID-19 market...

Apr 6, 2023

Today we are following up on last week’s episode to talk a little more about taxes. Filing your taxes can feel overwhelming, and when you’re near or in retirement, there are some additional factors to consider. In today’s episode, we will answer some questions we received about filing taxes in retirement and...

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.