Ep 28: Why You Need a Retirement Income Plan

Posted on: May 6, 2021
Episode Duration: 27:24
Retirement

There are many people that feel like they will never be able to retire. They worry that they will not have enough money to live off of to be comfortable, but this can be solved by developing an income plan. Knowing where your different streams of income are coming from each month can ease this worry and give you the confidence to finally retire. Dan and Brent talk us through how they build income plans for their clients and what considerations they have to make throughout this process.

Ep 27: How to Avoid Medicare Penalties

Posted on: April 15, 2021
Episode Duration: 30:41
Financial Planning

Medicare can be difficult to understand because it contains a variety of moving parts. There are a lot of misconceptions about the coverage you receive and what the different parts provide. Dan and Brent look to clear up some confusion with Medicare and discuss the penalties if you apply late and some possible remedies to solve that situation.

Ep 26: 5 Keys to Avoiding College Debt

Posted on: April 1, 2021
Episode Duration: 28:51
College Planning

College debt is a hot topic in the United States right now. Year after year, the cost of college continues to get more expensive and students graduate with a large amount of debt as they enter the workforce. On today’s show, we talk about some proactive strategies you can do to hopefully cut down on some of the costs.

Ep 25: What Should Your Financial Goals Be?

Posted on: March 18, 2021
Episode Duration: 25:26
Behavioral Finance, Financial Planning

Today we are going to have some fun with financial goals and help you realize that everyone has things that are important to them and often through a simple conversation with a qualified advisor, you can quickly get excited about your financial future and begin to make progress towards the things that are most important to you.

Master List of Goals 2021 Download

Ep 24: GameStop, Bitcoin, and Diet Pills

Posted on: March 4, 2021
Episode Duration: 33:42
Financial Planning, Investing

In today’s episode we are going to talk about some of the recent financial news around GameStop and Bitcoin and in a funny way, how they may relate to diet pills.

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.