Ep 21: Universal Retirement Truths

There are certain retirement planning principles that apply to everyone regardless of who you are, how much money you have, when you’re retiring, or where you live. Let’s examine these universal truths together to determine how you can maximize the principles to complement your unique retirement plans.

Continue Reading Ep 21: Universal Retirement Truths

Ep 17: Long Term Care

Long term care can be one of the biggest expenses in retirement, but many of us fail to plan for it. A lot of people are uncomfortable with thinking about mortality and avoid the planning altogether, while others don’t know where to start. On today’s show, we talk about the different ways you can plan for long term care and why you should get a plan for this financial aspect of retirement as soon as you can.

Continue Reading Ep 17: Long Term Care

Ep 6: Legacy & Estate Planning

When we talk about comprehensive financial planning for retirement, many people tend to focus on the investments and retirement income they want to achieve. But legacy and estate planning is important and easy to overlook when putting your plan together. Jeff discusses the elements that make up this type of planning and why you should continually make sure it is up to date and relevant to your current situation.

Continue Reading Ep 6: Legacy & Estate Planning