Tax Mistakes for New Retirees

Risk Management Across the Ages

Risk is almost always something you face when making financial decisions. Investing in the market? Risk. Putting all your money under your mattress? A different kind of risk, but still risk. A recent article from Kiplinger's [https://www.kiplinger.com/investing/what-i-learned-from-an-investing-pro-about-managing-risk-in-your-30s-40s-50s-60s] talks about risk management in different decades of your life, so let's see how much Logan agrees with their recommendations… Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526

Common Mistakes

Let's talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees… Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526

Retirement Planning with Walt Disney

Let's take these quotes from Walt Disney and turn them into financial wisdom… Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526

An Oscar-Winning Retirement

Today, we put a Hollywood twist on retirement planning by using Oscar-winning Best Picture titles as prompts for smart conversations about money, investing, and life after work. Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526

Financial Planning with Mom

It's our annual Mother's Day tradition here on the show. Let's take some of the things that mom used to tell us and apply it to our financial planning… Contact Information: Website: https://legacyrootswm.com/ [https://legacyrootswm.com/] Phone: 888-823-7526