We are a team of Financial and Insurance Professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.
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Episode 285 Good-bye, good luck and get out.
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Today we're tackling a question that's probably crossed all of our minds atsome point: Can you really retire in 3 years or less? I know, it sounds crazy, but forsome folks, it's totally doable. We're gonna break down the key things you need toconsider if early retirement is your goal.
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Episode 284 I don’t want to say I’m rich but Thurston Howel III once asked me for a loan.
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On today’s show, a new study shows that rich people are much better at planning their finances. We’ll explore what they are doing and offer tips to help you mirror some of those strategies.
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Episode 283 What? No mention of candy corn?
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Coming up…everyone on the show is going TRICK-OR-TREATING! We’re going house-tohouse for the HALLOWEEN SWEETS that symbolize the RICHEST RETIREMENT PLANNINGSTRATEGIES. Don’t miss this CANDY CRAVING CELEBRATION that can GET YOUR CASH UP!
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Episode 282 Do be a do bee and don’t be a don’t bee.
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You know, we're often told that retirement is this magical time where all ourworries fade away. But the reality is, for many boomers, retirement comes with its ownset of concerns. Coming up, two things to do and two things not to do to help you get toretirement.
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Episode 281 I get all my medical advice from Dr. Google
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Coming up…we’re gonna write you a PRESCRIPTION FOR FINANCIAL HEALTH andtalk about SEVEN FINANCIAL DISEASES that RETIREES SHOULD AVOID. Stay with us if youwanna stay HEALTHY, WEALTHY, and HAPPY.
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Episode 280“The Four Seasons of Retirement Planning”
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Coming up…we’re gonna celebrate the CHANGING OF THE SEASONS…and make sure youdon’t get LEFT OUT IN THE COLD. Don’t miss our SPECIAL SEASONAL TIPS that you need to knowfor MAXIMUM FINANCIAL SUCCESS…from the SUNNY START of SPRING…to the FREEZINGCHILL of WINTER!
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Episode 279 What? No mention of candy corn?
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Coming up…everyone on the show is going TRICK-OR-TREATING! We’re going house-to house for the HALLOWEEN SWEETS that symbolize the RICHEST RETIREMENT PLANNINGSTRATEGIES. Don’t miss this CANDY CRAVING CELEBRATION that can GET YOUR CASH UP!
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Episode 278 Just like the game Operation, just don’t hit the edge or the pieces will fly everywhere.
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Most of the financial articles you read are about the importance of saving forretirement. Saving is important, but it generally isn’t enough to retire successfully.Retirement has lots of moving parts, we break it all down on today’s show.
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Episode 277 I get all my medical advice from Dr. Google
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Coming up…we’re gonna write you a PRESCRIPTION FOR FINANCIAL HEALTH andtalk about SEVEN FINANCIAL DISEASES that RETIREES SHOULD AVOID. Stay with us if youwanna stay HEALTHY, WEALTHY, and HAPPY.
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Episode 276 Hear ye hear ye, retirement is near, no need to live in fear
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Coming up…do you want to RETIRE LIKE ROYALTY? We got FOUR HARDLESSONS learned by MONARCHS about MONEY, and we’re gonna give them to YOU so youcan KEEP YOUR FORTUNES safe in your own castle.
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Episode 274 Eenie Meenie Miney Moe
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A question we often hear is should I do a Roth conversion? As you might expectthe answer depends on the circumstances. We’ll highlight some reasons when it mightmake sense and when it might not.
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Episode 275 “Those that fail to learn from history are doomed to repeat it.” Winston Churchill
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A hot and perhaps divisive topic—one that’s been on everyone’s mind as weapproach the 2024 election—the intersection of presidential races and economicpolicies and how they could affect your financial future, especially if you’re nearing orenjoying retirement.
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Episode 273 Watch that last step, it’s a doozy.
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Planning for retirement can be daunting, but knowing the pitfalls can make allthe difference. From delaying your planning to underestimating your future costs, thesemissteps can significantly impact your retirement. We’ll show you some proactivestrategies to sidestep these common errors and secure a comfortable and stress-freeretirement.…
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Episode 272 Leave the ducks out of this.
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You’re five years away from retirement. Are you prepared both financially and emotionally for the transition? We’ll make sure you have your bases covered and give you a few important actions to take to help make sure you are ahead of the game. All that, after this.
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Episode 271 Let the countdown begin.
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Coming up today we’ll highlight some of the top retirement-related news storiesthis week, including some retirement regrets and offer you some tools to help you easeinto retirement.
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Episode 270 Eenie Meenie Miney Moe
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A question we often hear is should I do a Roth conversion? As you might expect the answer depends on the circumstances. We’ll highlight some reasons when it might make sense and when it might not
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Episode 269 “I got five on it...” -Luniz
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What are the challenges facing Generation X in saving for retirement and whyare Gen Xers being compared to Jan along the way? We cover that and more coming upon today’s show..
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Episode 268 What happens when it’s 10,001 in one day?
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The retirement of 10,000 baby boomers every day can have several significantimpacts on current retirees, as well as the broader economy and social systems. We’lldig into that and more on today’s show
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Episode 267 Is GameStop still a thing? Am I too late?
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Coming up today we’ll answer the question: Should I continue to invest onceyou retire? The short answer is yes. We’ll tell you why when we kick things off right now
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Episode 266 “I got five on it...” -Luniz
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What are the challenges facing Generation X in saving for retirement and whyare Gen Xers being compared to Jan along the way? We cover that and more coming upon today’s show..
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Episode 265 “Mother please, I’d rather do it myself.” Old TV commercial for Anacin
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Plenty to discuss this week including the latest on the Social Security go brokedate. Hint – it’s almost good news. We’ll hear from Stanley Druckenmiller who hasstrong feelings about our economy. And a new Gallup Poll on what American’s biggestfinancial fears are this year.
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Episode 264 What happens when it’s 10,001 in one day?
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The retirement of 10,000 baby boomers every day can have several significantimpacts on current retirees, as well as the broader economy and social systems. We’lldig into that and more on today’s show.
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Episode 263 Nothing endures but change. - Heraclitus
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Retirement planning has seen significant changes over the past 20 years,influenced by shifts in the economy, demographics, technology, and regulatoryenvironments. Today we’ll review some of the most significant changes and how theycan impact your retirement.
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Episode 262 “Only two things are infinite: the universe and human stupidity, and I’m not so sure about the former.” Albert Einstein
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Retirement is full of surprises. How we deal with them could impact to the success of our golden years. We break down the certainty of uncertainty in retirement
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Episode 261 " Mother Please I'd Rather do it myself" Old TV commercial for Anacin
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Plenty to discuss this week including the latest on the Social Security go brokedate. Hint – it’s almost good news. We’ll hear from Stanley Druckenmiller who hasstrong feelings about our economy. And a new Gallup Poll on what American’s biggestfinancial fears are this year
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Episode 260 “So if money is the root I want the whole damn tree.” -Dr. Dre.
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When it comes to retirement, there are many misconceptions that can be incredibly detrimental to folks in the future, and also, difficult to recover from. On today’s show, we clear up the confusion and help you avoid making missteps on your way to and through retirement, along with tips to help you save more. Stay tuned.…
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Episode 258 It may be a late start but hey at least you’re starting.
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If you're beginning your retirement savings journey in your 50s, here's what you can anticipate and the actions you may need to contemplate. Today we dig into Retirement Savings: 8 Outcomes When You Begin Saving in Your 50s.
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Episode 257 Make sure your retirement rocks!
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We’re going to dig into some tips to help you get to retirement. Some are new and some have been around a long time. In both cases, the information is rock solid and could make a positive difference in your retirement.
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Episode 256 “Interest is up and the stock market’s down.” -Hank Williams Jr.
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On today’s show, we outline five important questions to ask your advisor about inflation and its impact on you and your retirement plan.
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Episode 255 Boom goes the dynamite.
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When it comes to financial literacy, social media has done a lot of damage. We’re exposing some of the worst financial planning advice to go viral on social media, exploring why it’s so dangerous, and doing a bit of financial influencer myth-busting to perfect the record on today’s show. Stay tuned
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Episode 254 “Lately there ain't been much work on account of the economy…” -Bruce Springsteen
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Coming up today, how to identify the retirement planning concerns that matter the most, tips to help you along the path on your retirement road trip, and questions to be asked and answered before you drive off into the sunset.
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Episode 253 “They say a cluttered desk means a cluttered mind, well I say an empty desk means an.." -Michael Scott, The Office
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Periodically reviewing your finances can help ensure that you are on track to achieve your goals and minimize the chances of any costly oversights. What better time to eliminate any “March Madness” in your financial plan thannow?
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Episode 252 Money can’t buy you happiness, but it can buy you a yacht big enough to pull up right alongside it.”- David Lee Roth
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Coming up today, we explore the best way to clarify your retirement savingsstrategy, discuss tax tips and new legislation regarding that might change the worldof Social Security as we know it. All that and more, starting right now on ________.
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Episode 251 “Save the neck for me, Clark.” -Cousin Eddie, National Lampoon's Christmas Vacation
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The holiday season is upon us, so we’re covering moments from your favorite Christmas movies and the financial planning lessons we can take from each. It all starts, right now.
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Episode 250 “You better check yo self before you wreck yo self.” -Ice Cube
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Everybody’s more productive when you have a checklist. Your retirement checklist, coming up.
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Episode 249 “You better check yo self before you wreck yo self.” -Ice Cube
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Everybody’s more productive when you have a checklist. Your retirement checklist, coming up.
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Episode 248 “Get over on that other field and have some asthma–get out of here!” -Jimmy Johnson
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On today’s show, we have strategies, lessons, and words of wisdom from the game of football to apply to your financial plan, so you can retire like a champion. We kick it off, right NOW.
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Episode 247 Ch-ch-ch-ch-Changes (Turn and face the stranger) David Bowi
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Retirement is all about change and how we adjust to those changes. Today we’re going to outline some things that may be an unexpected change and we’re talking about more than money, but health too. Stay tuned.
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Episode 246 I just want a bucket without holes in it.
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We all have items to check off that bucket list as we get into retirement. Today we turn the table and share the retiree 'unbucket-list'. We've got a list of things that you probably want to avoid in retirement.
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Episode 245 " I am 100% certain that I am 0% sure of what I'm going to go-: - Chris Traeger, Parks & Recreation
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On today's show, we cover some shocking statistics, how to achieve your financial goals in the new year, and help get you started.
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Episode 244 " I've heard there's going to be a recession. I've decided not to participate." - Walt Disney
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When it comes to retirement planning, one of the most important components is generating income to last you through retirement. On today's show, how you can do this despite challenging economic conditions. It all starts now.
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Episode 243 "Diversify your Millions, you can live off the interest." -Xzibit
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As we enter 2024, it's crucial to assess your budget, debt, and investments in alignment with your financial objectives. To help kickstart the process we've put together steps to help you get started.
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Episode 242 "Save the neck for me, Clark." -Cousin Eddi, National Lampoon's Christmas Vacation
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The holiday season is upon us, so we're covering moments from your favorite Christmas movies and the financial planning lessons we can take from each. It all starts, right now.
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Episode 241 " That's just the cold hard truth, but I still throw a few back, talk a little smack, when I'm feelin' bulletproof." - Toby Keith
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It's important to know the cold, hard truth of your financial situation when planning for retirement. On today's show, solutions to help you navigate harsh retirement planning truths, how you can be the CEO of your retirement, and ROIs. And it all starts...right now
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On today's show as another year draws to a close let's make sure our retirement plan is ready for the new year.
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Episode 239 "They say we learn from mistakes, so that's why they mistakes me." - Lil Wayne
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There are plenty of decisions that have to be made regarding retirement and retirement planning. If you're near retirement we've got four do's, four don'ts, and one never for you, Plus how you can overcome six common financial fears, And it all starts right now.
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Episode 238 Just wait till version 13 is released.
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As the year winds down we're looking ahead to 2024 and what changes are in store for many in the financial red zone, that's five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer-sponsored retirement plans work. On today's show, we check some highlights…
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Episode 237 The Bottom-line of Hollywood is Money.
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Celebrities often face financial challenges that require the assistance of a financial advisor for celebrities. By avoiding these common financial mistakes, folks can learn how to better manage their wealth and ensure long-term financial stability. Coming up, we cover a few cautionary tales from Hollywood to learn what NOT to do with your money and…
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A new report graded the retirement systems of countries across the world and America earned a C+... Coming up on today's show, how you can build an A+ retirement plan...you don't want to miss this one
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Episode 235 " I'll reason with him....." -Vito Corleone, The Godfather
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There are many reasons why folks forego working with financial professionals. Today, we are going to break down 10 of the most common reasons folks resist professional help while building their financial plans and explain exactly How a financial advisor would be able to help.
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