Blog

  • Ep. 38: Why Beneficiary Designations Can Make or Break Your Estate Plan with Estate Planning Attorney Jennifer Spalding

    Are your beneficiary designations putting your estate at risk without your knowledge? In this episode, certified retirement…

  • Ep. 27: Is Social Security Going Away? Planning for a Secure Retirement

    Will Social Security still be around when you retire? As fears about its future continue to rise,…

  • Ep. 26: Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession?

    Should you be making changes to your portfolio with a recession looming? Market volatility brings a lot…

  • Ep. 25: The Roth 5-Year Rule Explained

    Confused by the Roth 5-year rule? If so, you’re not alone. The Roth IRA can feel like…

  • Crypto in Your Retirement Portfolio: Sexy or Stable?

    Crypto in Your Retirement Portfolio: Sexy or Stable?

  • From Finish Line to Financial Security: Grandma’s Marathon Lessons for Your Retirement

    From Finish Line to Financial Security: Grandma's Marathon Lessons for Your Retirement My son and I ran…

  • Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix for Your Golden Years

    Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix From Sailing_With_Phoenix Insta If you’ve been scrolling Instagram lately,…

  • May Markets: Positive Yet Unsteady

    May Recap and June Outlook As Father's Day approaches, we can look back on May as a…

  • Travel Tips: The Art of Haggling

    The Art of Haggling: Your Guide to Unset Prices Abroad When you shop at home, prices are…