News

19
Sep

What Flying Teaches Us About Retirement

On this episode: There are some important lessons that flying can teach us about retirement planning. So check your luggage, strap into your seat and let’s take a trip with Kyle. Click below to listen: Subscribe: Apple Podcasts Google Podcasts Google Play Spotify Stitcher TuneIn

13
Aug

Back To School Financial Guide For 2019

Back To School Financial Guide For 2019 In a recent study conducted by the ‘National Retail Federation and Prosper Insights and Analytics’, it was found that the average American family will spend just south of $700 for back-to-school costs in 2019. Is your child soon to be a college student? The same survey reported you should be ready to spend

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1
Aug

Exposing 401(k) Weaknesses

Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b…or TSP…or 457 plan)

25
Jul

Why Should Plan For Retirement With A Sense Of Urgency

Some people (in fact, probably most people) find it easy to procrastinate when it comes to financial planning issues. But let’s talk about some scenarios that might cause people to have a bit more sense of urgency.

9
Jul

Sizzlin’ Summer Series: PART 3

Sizzlin’ Summer Series: PART 3 What does Summer remind you of? Maybe it’s the feeling of jumping into a cool pool after a day in the summer heat; or maybe it’s the sound of the ice cream truck as you are bolting out the door with whatever change you could get your hands on. From lazy days in air conditioning

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3
Jul

“Fake News” Impacting Your Finances

The term “fake news” has become synonymous with the political climate of the past few years. But the phenomenon has spread to other parts of our culture as well. What about fake news in the financial space? We’ll look at some recent news headlines to see if they qualify to be labeled as “fake news”.

20
Jun

What Popular Proverbs Teach Us About Money

There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings…

7
Jun

Sizzlin’ Summer Series: PART 2

Sizzlin’ Summer Series: PART 2 The official start of Summer – June 21st – is right around the corner. As we cruise into part two or our Sizzlin’ Summer Series, we will make a splash with the best cities to retire in 2019. Get your Hawaiian shirts on, coolers filled, and beach towels ready, because here come the Top 4

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6
Jun

5 Simple Retirement Questions (That Are Hard To Answer)

Some of retirement planning’s most important questions seem so simple at first. They can be asked in just a few words and give the impression the answers are a simple “yes” or “no”. But it’s tricky because many of these questions can become overwhelming to answer. Let’s cover some of the important retirement questions that are harder to answer than you might think.

16
May

Fish Or Cut Bait – Stuck On Financial Decisions

For some people, the biggest problem with their financial planning isn’t that they make the wrong decisions. It’s that they often fail to make decisions at all. But sometimes you just have to fish or cut bait. Decide and move forward. Let’s discuss some of the things that can cause the decision-making process to stall and how you can get unstuck.