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We all know SOS as a universal call for help but here’s a fun fact – it isn’t a phrase with abbreviated words as you might have assumed, it’s morse code! We took this as an opportunity to assign a meaning to it that’ll hopefully help you draw some neglected attention back to planning your financial future – Structure, Organize, & Simplify.
The more complex our financial lives can get, the more we desperately require some tools to help us wrap our minds and hands around preparing for our financial future. In this podcast, we discuss the incredibly important and often avoided area of our financial life, preparing your estate. Virtually no one is comfortable thinking about the future with you no longer a part of it, but it is so vital to step out of that discomfort to ensure you take the burden off of your loved ones when the time comes.
When it comes to setting goals, financial goals can be among the hardest to identify, set, and measure. Even within the same household, everyone...
In this episode, Ed & James discuss what we can and can’t control relating to the stock market, taxes, social security, and more. You...
The day has finally come…your retirement date. Now what?In episode two of our three part retirement series, we talk through all the facets of...