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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.
In this episode, we share strategies for getting on the same page as your spouse (financially). Ed & James discuss the importance of compromise,...
In this two-part episode, we explore some of the key benefits of using structured notes to generate income and growth in your investment portfolio,...
Join experienced financial advisors, Ed and James, as they discuss the world of finance, sharing their personal experiences and observations from their clients’ financial...