Retirement. Whether we are near or far from it, we have been trained since we were young to keep this goal at the forefront of our minds. Though you always hear retirement being referenced as a universal goal, it can look vastly different for everyone. With our 40 years of combined experience working closely with retirees, we have observed the many implications retirement has on people’s lives each step of the way…that’s why we’ve split it into three different areas and three separate podcasts: adjusting for retirement, adjusting at retirement, and adjusting in retirement.
It’s not all about preparing financially, it’s about adapting mentally and giving yourself the proper time and planning to make a healthy adjustment. In this series, we share some valuable insight we’ve learned and provide guidance to help you navigate through each phase. If you or anyone you know is approaching that retirement phase, this is a must listen.
Cryptocurrency. You’ve heard about it, maybe you even own some, but…what is it? In today’s episode we are joined by special guest Tom Aagaard...
When it comes to setting goals, financial goals can be among the hardest to identify, set, and measure. Even within the same household, everyone...
Whoever you may share financial responsibility with whether it be your partner, your child, your parent, or someone else close to you, understanding their...