What We Wish Everyone Knew Before Their First Meeting With Us

Rule of 55: Are You Retiring Before You're Ready?

What if you could get to your retirement savings early — penalty-free — but end up less confident about retiring? Today we're talking about Rule of 55…and why retiring early just because you can access your money might actually keep you from ever FEELING retired.

Stop Obsessing Over the Wrong Risks

Author Morgan Housel once said: 'You should obsess over risks that do permanent damage and care little about risks that do temporary harm, but the opposite is more common.' And he's right—most investors spend more energy worrying about the noise than the real danger. We'll talk about it on this episode.

Should I Pay Off My Mortgage Before Retiring?

One of the top questions we hear from people right before retirement is: Should I pay off my mortgage? It sounds simple, but the answer is a little more complicated. Today we're going to break it down.

6 Types of Retirement Income — Ranked: Which Ones Build the Most Confidence?

What if I told you that two people could have the same retirement income…but one lives confidently and the other is constantly worried they're spending too much? Today we're ranking six types of retirement income — from the ones that feel stressful to spend…to the ones that create total confidence.

What We Wish Everyone Knew Before Their First Meeting With Us

Most people get a little nervous before their first meeting with a financial advisor. They wonder—what will they ask me? Am I going to get pitched on products? Do I need to have all my paperwork ready? Today, we're pulling back the curtain on what we wish everyone knew before their first meeting with us.