The Hidden Retirement Risks, Part 1: What Most People Forget to Protect
This is Part 1 of our Hidden Risks series, where we’re looking at the issues that can quietly derail a retirement plan if they’re not addressed.
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What Happens Throughout the Year During the Planning Process?
In this episode, Scott pulls back the curtain and walks through the firm’s annual service calendar, the intentional, season-by-season process that keeps retirement plans aligned, optimized, and protected all year long.
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Risk Tolerance: Preparing for Market Turbulence
Scott uses a weather lens to explain how preparation, not prediction, is what keeps retirement plans steady when volatility hits.
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10 Common Retirement Myths And Why They’re Dangerous
There’s no shortage of retirement advice out there, but not all of it is helpful, and some of it can quietly do real damage.
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An Economist Is Optimistic About 2026 – Should You Be?
After a year marked by volatility, uncertainty, and more than a few economic curveballs, it’s understandable if optimism doesn’t come easily. Today, Scott discusses a Bloomberg opinion column that argues the outlook for 2026 may be brighter than many people expect. A strong economy might lift markets, but a strong financial plan is what helps people stay confident no matter how the headlines turn out.
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5 Times You Should NOT Name Your Spouse as Beneficiary
Most people assume naming their spouse as the IRA beneficiary is the safest and simplest option, but Scott explains why that isn’t always true.
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Retirement Breaking News: The 4% Rule Gets a Makeover
The 4% rule gets talked about like gospel in retirement planning. But let’s be honest, it’s always been more of a rough guess than a golden rule. Now, its original creator is revising it to 4.7%.
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You Don’t Really Want a Financial Plan
Most people walk into a financial advisor’s office asking for more income or a better plan. But what they’re really searching for is something deeper.
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