The holidays can be a stressful time. As a result, people often end up overspending, overdrinking, overeating, or all of these, adding more … [Read more...] about How to Avoid Holiday Stress & Overspending – Ep136
The Financial Planning Checklist for Pre-Retirees
After over 35 years advising successful pre-retirees and retirees, I can tell you this: financial peace of mind doesn’t just come from … [Read more...] about The Financial Planning Checklist for Pre-Retirees
How to Make More Money – Ep135
Most people would love to make more money, but most have no idea where to start or what the best option is for their needs. Today, we … [Read more...] about How to Make More Money – Ep135
4 Financial Risks in Retirement – Ep134
One of the most essential steps to creating a secure retirement you love entails mitigating financial risks. Today, we delve into four … [Read more...] about 4 Financial Risks in Retirement – Ep134
Is $1 Million Enough to Retire? – Ep133
One of the most common questions pre-retirees ask when considering retirement is, "Is $1 million enough to retire?" Today, we are discussing … [Read more...] about Is $1 Million Enough to Retire? – Ep133
Should I Purchase Pet Insurance?
If you’re like many of my clients, your pet isn’t “just an animal”; they’re family. As the cost of care for furry friends continues to … [Read more...] about Should I Purchase Pet Insurance?
