Parents: Stop Sacrificing Your Future For Your Adult Kids
Half of parents are still paying their grown kids’ bills (almost $1,500/month, on average), and it’s putting their own retirement at risk.
Read Moreretirement planning
Why IRAs Are a Terrible Inheritance – And What You Can Do About It
You’ve spent years saving in your IRA, but what if we told you it could be the worst asset to leave to your kids?
Read More
Is This Time Different? A Historical Look at Market Volatility & Actionable Steps
The headlines are loud, the markets are messy, and your gut might be telling you to do something, anything. But what should you actually do when your portfolio takes a hit?
Read More
Are Traditional IRAs Really the Worst Asset to Own?
Retirees have leveraged the traditional IRA for decades to invest and save, but is it still the best tool for today’s retirement landscape?
Read More
5 Beliefs That Fool Retirement Savers The Most
April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money.
Read More
What Your Advisor CANNOT Do For You
Today it’s part two of our series on things your advisor can and can’t do for you, and we’re going to clarify some misconceptions and set proper expectations regarding what an advisor cannot do.
Read More
The Five Love Languages of Financial Planning
In honor of Valentine’s Day, we’re going to talk about the five love languages made popular by author Gary Chapman.
Read More
Retirement Lessons from Andy Reid: Super Bowl-Worthy Financial Strategies
Today, we’re breaking down some of Coach Reid’s best quotes and how they apply to building a winning retirement plan.
Read More
Spending It All: Retirement Planning for the Ultimate Lifestyle Goal
Everyone views their retirement differently, and there’s a segment of the population that wants to live life to the fullest.
Read More
How Do You Find Your Retirement Number?
By defining your ‘enough is enough’ number, you can pave the way for a fulfilling retirement without the stress of chasing unrealistic financial goals.
Read More
The Snowbird Retirement: Is a Seasonal Move Right for You?
We explore the world of snowbirding, why so many retirees are drawn to this lifestyle, and how it can be seamlessly integrated into your retirement plan.
Read More
Retirement Crisis Sparks Unlikely Agreement Between Democrats and Republicans
Maybe the biggest news of the new year is that Democrats and Republicans actually agree on something.
Read More
Will Social Security Benefits Be Slashed 40% For High-Income Earners?
In today’s episode, Scott breaks down a recent Social Security solvency proposal that suggests a 40% reduction in benefits for high-income earners. Proposed by the American Enterprise Institute, this plan targets wealthier individuals to bear the brunt of reductions, allowing lower-income retirees to face less drastic cuts.
Read More
$1 to $5 Million Saved – Should I Change Advisors?
When you start to get to this point, mistakes are amplified and the stakes are larger.
Read More
Costly Year-End Financial Planning Mistakes
In this week’s episode, Scott takes us through four major year-end financial planning mistakes and how to avoid them.
Read More
Key Ages To Remember for Retirement Planning
Did you know there are three specific birthdays that can have a huge impact on your tax situation? It’s true, and today we’re going to tell you why 50, 65, and 73 are key ages for retirement planning.
Read More
Changes to Contribution Limits in 2025
The 2025 contribution limits are now available and the tweaks might be significant for anyone approaching retirement.
Read More
7 Key Areas to Focus on for a Fulfilling Retirement
When you talk about retirement timing and how to remain retired, people often overlook at least one of seven key areas.
Read More
How Much Money Do You Need to Be Rich?
Americans have opinions on what qualifies as being rich, and a recent survey tells us that we don’t always agree on what it takes to live comfortably.
Read More
Social Security Changes: How Raising the Retirement Age Could Impact You
Social Security is the backbone of retirement for millions of Americans, but big changes may be coming.
Read More
Ask A Question
