Ep 23: Is Your Annual Investment Review Actually Helping You?

Posted on: February 18, 2021
Episode Duration: 31:20
Financial Planning, Investing

Most financial professionals make it a point to have an annual review done with you to look over your portfolio and see how everything has been doing. These reviews should make you feel secure in your plan moving forward, however, some advisors have this review to see if they can sell you another financial product. Dan and Brent talk today on what their annual reviews look like and some red flags you should be weary of.

What Issues Should I Consider When Reviewing My Investments?Download

Ep 22: How Years Like 2020 Can Ruin Your Financial Plan

Posted on: February 4, 2021
Episode Duration: 25:54
Financial Planning

2020 was not an easy year to be an investor in the stock market. After nearly a decade of a bull market, things quickly took a sharp downturn in March with news of the pandemic. This decline instilled fear in a lot of people and caused some to even pull their money out of the market at a loss. Today the Dan and Brent look back on the stock market’s performance for 2020 and put some numbers behind a hypothetical portfolio going through a year like 2020.

Ep 21: Four Stages of Money – Your Legacy

Posted on: January 21, 2021
Episode Duration: 27:22
Financial Planning, Retirement

This is the last installment of our retirement phase series. It’s not easy to discuss how you would like your assets to be distributed when you are gone, but it is certainly an essential conversation to have. We take a look at some items you should review, making your assets tax-efficient, and much more.

Ep 20: Four Stages of Money – The Distribution Phase

Posted on: January 7, 2021
Episode Duration: 37:31
Financial Planning, Retirement

Now that you have accumulated money and have transitioned into retirement, it’s important to strategically plan out how you will use your assets to live off of. We discuss how to make your distribution plan efficient and a couple things to take a closer look at when you enter this phase.

Ep 19: Four Stages of Money – Transitioning Into Retirement

Posted on: December 17, 2020
Episode Duration: 30:31
Financial Planning, Retirement

This week we are diving into part two of our four-part series on the different stages of money, which includes accumulation, transitioning into retirement, the distribution phase, and your legacy. So today we get to talk about what many people get most excited about, transitioning into retirement.

Ep 18: Four Stages of Money – Accumulation

Posted on: December 10, 2020
Episode Duration: 29:27
Financial Planning, Retirement

This week we are kicking off a 4-part series on the different stages of money, which include accumulation, transitioning to retirement, the distribution phase, and your legacy. Over these sessions we hope to give our listeners some key elements to focus on during these different stages so they can optimize their long-term financial health.

Ep 17: The Essential Planning Checklist

Posted on: November 19, 2020
Episode Duration: 27:33
Financial Planning, Retirement, Tax Planning, Volatility

There are a few essential documents that you should have taken care of, so if something were to happen to you, your loved ones aren’t guessing on what to do. Brent and Dan run through this checklist and give examples of how helpful this has been for some of their clients.

Essential Planning Checklist Download

Ep 16: Savvy Social Security Planning

Posted on: November 5, 2020
Episode Duration: 20:47
Financial Planning

Social Security is one of the most complex components to a financial plan. That’s why Dan and Brent created a handout to help clients understand Social Security better. We’ll go through the 4 insights on their handout today to hopefully give some guidance to the listeners out there.

Savvy Social Security Planning Handout Download

Ep 15: How to Pick a College You Can Afford

Posted on: October 15, 2020
Episode Duration: 28:37
College Planning

On the last episode we talked about how college debt is ruining family’s ability to retire on- time. For parents, the debt is impacting their retirement savings and for their kids, they are often times drowning in debt before they even get started. Today we are going to talk about how you can make an informed, intentional decision when picking a college so that you can avoid some common mistakes families make when sending their kids to college.

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.