Podcast
What is the mistake that 60% of American adults are making? According to a 2019 study by Caring.com, nearly 60% of American adults don’t have a will in place. You may be thinking, “Why is that such a big deal?” In this episode of Retirement Made Easy, I share WHY it’s...
Podcast
What happens if Trump gets reelected? What happens if Biden gets elected? How will your investments and retirement be impacted? We are living in an interesting time in history. The Coronavirus pandemic has shaken up our economy, the stock market, the job market, and...
Podcast
Are there good reasons to NOT work with a financial advisor? Have people had poor experiences? Is it a complete lack of trust? People have shared their reasoning with me when I find out they’ve chosen to avoid working with a financial advisor. In this episode of...
Podcast
There have been numerous changes to the Social Security program since it was created in 1935. Just think: in 1937, life expectancy was age 63—but you had to be 65 to collect Social Security benefits. Two bills have passed since then that have dramatically changed...
Podcast
5 Questions to Ask a Potential Financial Advisor, Ep #9 What should you ask a potential financial advisor? How do you make sure you hire the right person? How do you find a financial advisor that actually cares? In this episode of Retirement Made Easy, I answer a...
Podcast
Over the last 10+ years as a financial advisor, I’ve heard a lot of horror stories. I’ve also heard a lot of crazy things come out of my client’s mouths. So in this episode of Retirement Made Easy, I’m going to share the top 5 financial life lessons I’ve learned from...
