Episodes

  • How to Reset Retirement Plans to Weather a Downturn

    How to Reset Retirement Plans to Weather a Downturn
    Dec 1 2018
    The next market downturn may be right around the corner and you need to be prepared. Make sure your finances are ready the storm with helpful tips and strategies in today's show.
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    Less than 1 minute
  • Rollover Precautions

    Rollover Precautions
    Dec 8 2018
    Today we are talking about IRA and 401k rollovers. We’ll walk you through a number of precautions that you should take to avoid pitfalls and excessive penalties, taxes and fees.
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    Less than 1 minute
  • Retire by Design Not by Default

    Retire by Design Not by Default
    Dec 15 2018
    Too many people do not have a solid plan for retirement. When to do it, what to in it and how to pay for it. In this episode we address those questions and give you tips on getting a solid retirement plan in place.
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    Less than 1 minute
  • Year End Tax Tips

    Year End Tax Tips
    Dec 22 2018
    Listen in as we discuss great tips to minimize your tax burden!
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    Less than 1 minute
  • Holiday Movies & Financial Lessons

    Holiday Movies & Financial Lessons
    Dec 29 2018
    In this episode we talk about our favorite holiday movies and even tie-in a few important financial tips and lessons along the way!
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    Less than 1 minute
  • The Most Underdeveloped Retirement Plan

    The Most Underdeveloped Retirement Plan
    Jan 5 2019
    In this episode we talk about how to make sure your retirement plan is complete and ready and some tips to help you get there.
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    Less than 1 minute
  • Your Income and The Markets

    Your Income and The Markets
    Jan 12 2019
    In this episode Travis talks about ways to help you plan for retirement income while weathering a volatile market.
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    Less than 1 minute
  • Retirement, You Can Afford It!

    Retirement, You Can Afford It!
    Jan 19 2019
    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
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    Less than 1 minute