Today's Focus: Many Americans were able to build up their savings accounts during COVID and now have extra cash at their disposal. With inflation on the rise, sitting on cash isn’t the best long-term strategy so what should you do with this extra money? Dan Cuprill will share nine different ways to use your [...]
Today's Focus: No matter where you look, there’s very little positive financial news right now. Inflation is soaring. Markets are tumbling. Supply chain issues continue. You’re probably wondering if this time is different. Let’s take a look at this current investing environment and share a few of the things we’re telling our clients. [...]
Today's Focus: Real estate prices have been soaring over the past few years and that has plenty of people worrying about a bubble coming. Rather than stressing over something that may or may not happen, take time to enjoy the rising home values. Let’s talk about how you can do that and why we [...]
Today's Focus: We’ve all been keeping an eye on the events happening in Ukraine and many people have been asking us what it might mean to the economy in the near term and the long term. Today we’ll share an article we came across recently that looked at some of the biggest news events [...]
Today's Focus: Having to handle the estate of a loved one can be a difficult time because of the emotional ramifications that come along with making these financial decisions. We found an interesting article that explored the author’s personal experience with having to oversee his mother’s estate and everything that came along with that. [...]
Today's Focus: It’s impossible to ignore the rising costs in everyday expenses right now and it’s clear that inflation will need to be incorporated into planning moving forward. Today we’ll explore the impact inflation is having on retirees and pre-retirees and discuss the things you should be considering with your financial plan. [...]
Today's Puzzle: The SECURE Act, when rolled out in 2020, was some of the most significant retirement legislation in years, but the government is already discussing further changes. Let’s run through the list of proposals and find out how they might impact planning in the future. (Click the featured times below to [...]
Today's Puzzle: The statements we’ll run though on the show today are basic common sense that nearly everyone would agree with, but our behave often doesn’t line up. Today look at these straight-forward approaches and explain what keeps us from following them. (Click the featured times below to jump forward in the [...]
Today's Puzzle: On today’s show, we’re going to be talking about financial planning in President Biden’s America. We’re past his 100th day in office, so let’s take a look at the impacts in financial planning and the markets. (Click the featured times below to jump forward in the episode) The Solution: How [...]
Today's Puzzle: Comprehensive planning takes care of every aspect of retirement, but without it there are areas that could quickly become a calamity. Today we’ll identify five key areas where people don’t pay enough attention and end up flirting with disaster. (Click the featured times below to jump forward in the episode) [...]
