Financial Wellness Survey for Gen X

The Great Wealth Transfer and You

During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.

Is a Roth Conversion Right for You?

During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.

Financial Wellness Survey for Gen X

In this episode David talks about Gen X getting closer to retirement and what they need to know to be ready for retirement. From tax planning to a social security strategy, how much to have saved and more.

Is Social Security Enough? Building Your Retirement Income Plan

While Social Security provides a foundational safety net, relying on it as a sole income source often leaves a significant gap in a modern retirement budget. This episode explores how to calculate your projected benefits and identifies the essential investment vehicles needed to supplement your lifestyle. We provide a step-by-step framework for building a diversified income plan that ensures financial security long after your final paycheck.

Prepare Today for Tomorrow’s Healthcare Costs

During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.