Looking at 2023

Looking at 2023

The Secure Act 2.0 was just passed. How is this going to possibly affect your 2023 and even longer?

Reasons to Delay Social Security

When to file for Social Security is one of the most important decisions you can make for a successful retirement. We talk about the options and strategies for filing.

The 5 Keys to Retirement

In this episode we discuss the 5 keys to a successful retirement with planning tips and strategies.

There's a First Time for Everything

Remember your first time driving a car? Remember your first water slide? Some firsts are fantastic memories, other firsts, like retirement and legacy planning can seem daunting, but they don't have to be. We talk about financial planning firsts and how they don't have to be difficult.

You Can't Cheat Retirement

There's no way to have a successful retirement without careful planning. We go over the keys to successful retirement planning.