Latest Episodes
10
Last Call for End of Year Tax Moves
2020, what feels like the longest year in history, is finally coming to an end. We know that many of us have been impacted...
9
Adjusting in Retirement (Part 3 of 3)
So you did it! You are not only retired, but you are confident in your own plan to live the life you want moving...
8
Adjusting at Retirement (Part 2 of 3)
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...
7
The Mortgage Boom
The Mortgage Boom. Our special guest today, an expert who has 20 years of experience in the mortgage industry and who is the President...
6
Adjusting for Retirement (Part 1 of 3)
Retirement. Whether we are near or far from it, we have been trained since we were young to keep this goal at the forefront...
5
Elections & The Market
2020 has been an unprecedented year in many ways, including the amount of questions we have received from our clients regarding how the market...