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Latest Episodes
Five Key Financial Dates in 2021
February 22, 2021There are many key dates you need to meet in 2021. It is important to not overlook them in order to avoid costly mistakes that could impact your retirement. Whether it is healthcare choices, taking money from your retirement accounts,…
Can You Avoid the RMD?
February 22, 2021They say when you turn 72, you must take your required minimum distribution. Is that always true? Find out if there are any alternatives for you in this week’s “They Say” segment.
Markets React to Rising Treasury Rates
February 22, 2021Markets saw some reaction this week to the treasury raising rates. The Dow was up a small amount, but the Nasdaq and the S&P both finished in the red. Was this the beginning of a pull back from all time…
Dating a Financial Advisor
February 14, 2021The chemistry between you and your financial advisor is a crucial aspect of your retirement goals. Are you compatible? Do you see eye to eye? How do you make sure your advisor is the right person to help guide you…
First Step in Retirement
February 14, 2021They say hiring a financial advisor is the first step you should take in achieving your retirement goals. However this may be more complicated than you think. What is the difference between an advisor who is a fiduciary and one…



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