Aug 31, 2022
In over 20 years of working with clients, I’ve seen people choose bad investments that have negatively impacted their ability to save for retirement. Don’t let that be you! On this episode, I’m going to take a look at seven investments that every retiree should try to avoid and the alternative investments that are...
Aug 24, 2022
Those in retirement often live on a fixed income. That’s why evaluating recurring expenses while planning for retirement is an excellent way to set you up for success. On this episode, I’m going to share seven easy and effective ways to cut costs and lower your overall monthly bills. If you want to learn how to...
Aug 17, 2022
Owning a life insurance policy isn’t just a good idea, it’s a necessary measure to ensure that the family you leave behind is taken care of. But how much life insurance do you actually need? On this episode, I’m going to discuss three different methods for determining the amount of life insurance you need and the...
Aug 10, 2022
Whether you're onboarding at a new job, or simply reviewing your existing benefits, you might be thinking about buying supplemental life insurance through your employer. On this episode, I’ll go over the three reasons why you should NOT purchase employer supplemental life insurance and the benefits of getting an...
Aug 3, 2022
Planning for retirement can be a complex process. There are so many things to do that it’s easy to forget common pitfalls to a successful retirement strategy. On this episode, I’m going to go over the Top 5 Retirement mistakes that I see regularly, how to avoid them, and resources to make sure you’re on the...