Aug 22, 2022
You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact.
But we don’t mind the threat of being called crazy, so Nancy and Sean will dive into some of the most popular...
Aug 11, 2022
One of the toughest things many people face in life is divorce, and it can weigh heavily on your financial health on top of all the emotional stress you experience. We understand how difficult this process can be but want you to know that there are people that will help you make it through it.
While everyone’s...
Aug 4, 2022
On today’s episode, we’re going to explore the 4 phases in life, each being 8,000 days or 22 years: the honeymoon phase, the big decision phase, navigating longevity phase, and the solo journey phase. While they can be interchangeable each plays a special part in our lives and we have very similar phases in...
Ep 364: Understanding Tax Allocations
Jul 28, 2022
Are you worried about taxes, particularly in retirement? Preparing for the tax bill now can save you a lot more in the future. On today’s episode, we are going to explore some common questions we get regarding taxes and break down some advice for saving on taxes.
What accounts are taxable?
Taxable income will come...
Jul 21, 2022
Let’s put retirement planning and preparation under the microscope. On today’s episode, we’re going to do a retirement planning pop quiz. Follow along and test your retirement planning skills and knowledge!
At what age should you start saving for retirement?
A. When you begin working
B. After you buy your first...