Episodes

  • The Importance of Financial Viewpoints

    The Importance of Financial Viewpoints
    Oct 16 2022
    In this show we introduce Jeff Smith and talk about the topics that will be affecting your finances.
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    Less than 1 minute
  • Retirement Income Planning 101

    Retirement Income Planning 101
    Oct 16 2022
    In this episode we dig into the basics of retirement income planning, risk management, asset allocation and more.
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    Less than 1 minute
  • Will Inflation Derail Your Retirement?

    Will Inflation Derail Your Retirement?
    Oct 23 2022
    Today we talk about inflation and it's impact on your retirement plans, as well as possible solutions.
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    Less than 1 minute
  • Financial Confusion & Sophisticated Simplicity

    Financial Confusion & Sophisticated Simplicity
    Oct 30 2022
    Things get more and more complicated when it comes to finances. Every year there are changes and new laws that can affect your saving and how you save. In this episode we explore ways to understand and simplify in order to have a solid plan to secure your finances.
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    Less than 1 minute
  • Frightful Financial Mistakes

    Frightful Financial Mistakes
    Nov 6 2022
    In this episode we talk about how to avoid making costly financial mistakes.
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    Less than 1 minute
  • Avoiding Financial and Retirement Mistakes Part 2

    Avoiding Financial and Retirement Mistakes Part 2
    Nov 13 2022
    In this episode we talk about more costly financial mistakes to avoid.
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    Less than 1 minute
  • The Tax Trap

    The Tax Trap
    Nov 20 2022
    Are your investments a ticking tax time-bomb? We talk about the tax implications of your retirement accounts and what you need know.
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    Less than 1 minute
  • Estate Clutter and Your Own Personal Vault

    Estate Clutter and Your Own Personal Vault
    Nov 27 2022
    We talk about how and why you need to get your estate organized and how it helps to create your own personal vault.
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    Less than 1 minute