Podcast
I recently spoke on the phone with someone nearing retirement who was questioning what their taxes would look like in retirement. Would they be lower? Higher? What strategies can be implemented to keep your tax bill lower? I share some of my favorite strategies in...
Podcast
Many people know I’m a Smartvestor Pro with Dave Ramsey and I’m often found on his website as a resource. I agree with so many of his financial principles that help people make good financial decisions and begin to build wealth. So in this episode of Retirement Made...
Podcast
What two things should you avoid purchasing in the near future? Why should you wait? In this episode of Retirement Made Easy, I talk about real estate, annuities, and CDs. Why do they all make poor purchases right now? Listen to this episode to learn more! You will...
Podcast
What is causing inflation concerns? What does it mean for the average retiree? What should you be doing to counter inflation? The cost of living is higher than ever. Unfortunately, inflation is here to stay. You need to be able to survive and pay for the increased...
Podcast
I worked with my life coach and business coach to come up with a solution to help you plan the retirement of your dreams: the retirement blueprint. A retirement blueprint is something that very few financial planners talk about, but it’s absolutely crucial to the...
Podcast
Should you roll over your old 4101k into an IRA? Or should you just leave it where it is? What are the advantages and disadvantages? What should you watch out for? If you’ve recently left an employer, you may be questioning what you should do. So in this episode of...
