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Your Money Your Retirement Podcast

Aug 31, 2022

  • The earlier you start, the better!
  • Debt reduction prior to retirement may be critical.
  • Encourage your adult children to save sooner than later.

Aug 24, 2022

  • What’s the difference between passive and active investing?
  • Is one better than the other for retirement?
  • 3 Questions to help decide which style is best for you

Aug 17, 2022

  • Why looking at a tax return is critical to long-term planning
  • Why life expectancy can make a difference in investment mentality
  • How sequence of returns risk can impact your retirement drastically

Aug 3, 2022

  • Take inventory of all your accounts!
  • Does an IRA rollover make sense?
  • Is working with 2 different advisors really in your best interest?