During this show, we examine some of the financial resources and possibilities that are available to you at the very important ages of 50 and 65.
Jul 31, 2021
During this episode we discuss how running your personal finances like a business makes sense. It's accounting 101, using the two main reports for any business. Balance Sheet and Income Statement (P&L). The same applies to your personal finances.
Jul 10, 2021
During this episode, we’re going to discuss the steps you should take if you need to help your retired or nearly-retied parents, with their finances and financial strategy. We’ll also examine how some of the things you learn while working with your parents may improve your own finances.
Jun 26, 2021
We talked about inflation a couple of weeks ago and now the Fed has met again and they have commented on where we might be headed. In this episode Jeff talks about ways to hedge against inflation and what that could mean to you.
Jun 19, 2021
During this episode, we’re going to discuss some of the financial insights and lessons you’ve learned during your life and how you can put that information to work helping your kids and grandkids make their own financial strategies stronger.
Jun 5, 2021
Inflation is a concern for some people in retirement. Let’s discuss the current inflation news and then examine ways you can build a budget and a retirement strategy that may offer some degree of protection against inflation.
May 22, 2021
In this episode Jeff talks about the 4 styles of retirement planning personalities and how to help you get on solid ground with your retirement plans.
May 15, 2021
In this episode Jeff talks about people that are at or near retirement and are trying to determine what they're going to do with their assets going forward. We talk about the risks and tips that can hopefully help you properly handle your assets for retirement.
May 8, 2021
We examine some of the most significant elements of the Biden tax plan proposal and what some of its details may mean for your financial strategy in both the near term and the long term.
May 1, 2021
In this episode we talk about the benefits of working with a financial advisor and how they can help you with a financial plan for your future.
Apr 17, 2021
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