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We’ve all heard of the common financial tips on how to build wealth. Examples are to within our means and put money aside for our retirement, just to name a few. But what about when we’ve built up a solid nest egg and are close to needing to live off of it? In this podcast episode, we discuss how different the financial game is when we are close to the finish line, sharing our tips on what to consider at this stage of life.
Join experienced financial advisors, Ed and James, as they discuss the world of finance, sharing their personal experiences and observations from their clients’ financial...
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 episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of...