Category: Financial Planning
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Ep. 35: The 2+ Bucket Strategy Explained for Secure Retirement
Is the bucket strategy right for your retirement? The idea sounds simple: set aside a few “buckets” to manage your money in retirement. But is…
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Ep. 27: Is Social Security Going Away? Planning for a Secure Retirement
7.17.2025
Will Social Security still be around when you retire? As fears about its future continue to rise,…
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Ep. 26: Strategy vs. Tactics: Should You Change Your Portfolio Before a Recession?
7.17.2025
Should you be making changes to your portfolio with a recession looming? Market volatility brings a lot…
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Ep. 25: The Roth 5-Year Rule Explained
7.17.2025
Confused by the Roth 5-year rule? If so, you’re not alone. The Roth IRA can feel like…
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Crypto in Your Retirement Portfolio: Sexy or Stable?
7.1.2025
Crypto in Your Retirement Portfolio: Sexy or Stable?
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From Finish Line to Financial Security: Grandma’s Marathon Lessons for Your Retirement
6.23.2025
From Finish Line to Financial Security: Grandma's Marathon Lessons for Your Retirement My son and I ran…
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Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix for Your Golden Years
6.16.2025
Setting Sail into Retirement: 4 Lessons from @Sailing_With_Phoenix From Sailing_With_Phoenix Insta If you’ve been scrolling Instagram lately,…
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May Markets: Positive Yet Unsteady
6.9.2025
May Recap and June Outlook As Father's Day approaches, we can look back on May as a…
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Travel Tips: The Art of Haggling
6.8.2025
The Art of Haggling: Your Guide to Unset Prices Abroad When you shop at home, prices are…
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Ep. 24: It’s 5.29 (25) Day! Unlocking the Power of 529 Plans for Retirement
5.29.2025
It's 5.29 (2025) Day It's 5/29 Day! Unlocking the Power of 529 Plans for Retirement From our…