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Ep 14: How College Debt Can Ruin Your Retirement

Posted on: October 1, 2020
Episode Duration: 20:17
College Planning, Financial Planning, Retirement

We have all see the statistic on college debt and today we are starting a two-part series on late- stage college planning. Today’s podcast part one that will cover why college debt is an issue for families, how it is impacting them and how to avoid common mistakes.

Ep 13: The Dangers Of Only Saving To A 401(k)

Posted on: September 25, 2020
Episode Duration: 21:38
Investing, Retirement

For many years, people have put the majority of what they saved for retirement into a 401k account. This can create some complications down the road because it is a pre-tax investment vehicle. Dan and Brent talk to us today on why you may want to consider other types of investments to avoid a huge tax bill in the future.