Jul 28, 2022
What does the transition into retirement look like? On today’s episode, Jim Manning will share his retirement story and the lessons he’s learned along the way.
What we discuss in this episode:
5:08 – What were you doing prior to retirement?
8:31 – Were you working a lot?
9:24 – What age did you...
Jul 21, 2022
There’s no better time than the present to remind ourselves of some good investing fundamentals and themes that we see in the market. Right now, your emotions might be high due to the market being down, but we’ll explain how to handle the rollercoaster ride.
Today we're sharing 10 market tips from Bob Farrell, who...
Jul 14, 2022
Most people realize that it’s usually best to have an estate-planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation. On this episode, we’ll explore the role an advisor plays in the estate and legacy planning process and uncover some...
Jul 7, 2022
On this episode, we’ll pick sides of some important financial debates. From paying off your mortgage early to life insurance and more, we’ll share our opinions on these hot financial topics.
What we discuss in this episode:
3:12 – Mortgage
6:18 – Life insurance
10:24 – Taxes
14:38 – Mutual funds
16:51 –...