Did you know you may be able to take out money from your 401k/IRA before 59 1/2? Today Dave and Sam discuss some ways to use your retirement accounts as a last resort for funding some of the curve balls life throws at you. 

Are you nearing retirement and feeling overwhelmed by all the planning that needs to be done? Tune in to this episode as Dave and Sam dive deep into the crucial period leading up to retirement. Get expert advice on the essential items that should be on your checklist to ensure a smooth transition into retirement. Don't miss out on this insightful discussion that will leave you feeling confident and ready to retire with peace of mind.

This week Dave and Sam focus on a topic that many folks nearing retirement will face, how to catch up on retirement savings. The good news is that you can start today! The team discusses ways to cut costs and increase income now and in later years to allow for more savings and investing for retirement. 

In this 2023 New Year episode, Dave and Sam discuss tax savings and financial planning tips for the new year. New year’s resolutions, budgeting goals, and ensuring you are getting the most out of your money as we come into tax prep season are key factors to being financially successful for the new year. 

Today Dave and Sam discuss the benefits, tax, and investment related to having an HSA. Could setting up an HSA for healthcare expenses down the road be right for you?

529s can be great ways to save and grow funds for a child’s educational needs down the road. Today, Dave and Sam talk about the ins and outs of these types of education investment accounts.

In this week’s episode, Dave and Sam explore ways to help improve your budget and the best ways to pay down your debt. Having a budget is the first step to knowing where your money is going!

This week we discuss financing options and their relationship to cash flow and the impact on your retirement. Dave and Sam break down an easy strategy to help your money work for you while at the same time maximizing ways to handle debt.