The Retirement Cafe: With Dan Reese and Brent Oliver

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.

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.

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.

Most people don’t realize what their risk tolerance is and how much it can affect their portfolio. We discuss three important considerations when trying to determine how much risk someone can truly handle

We will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the final part, which is protecting your plan.

We will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the second part, which is building your plan.

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