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Retirement Compass

May 12, 2021

Tim and Jeff are now involved with the Dave Ramsey Smartvestor Pro program, this podcast and the next will discuss Ramsey's 7 baby steps toward financial independence. On this podcast, they dive into the first four steps.


Mar 26, 2021

Tim and Jeff discuss group retirement plans, such as 401Ks, Pension plans, and more. They also go through some specific situations that folks may be involved in when dealing with these accounts.

 


Mar 26, 2021

Tim and Jeff take a look at what could be on the horizon if President Biden’s tax proposals are passed.


Dec 15, 2020

Tim and Jeff talk about why getting a second opinion is a wise decision for those approaching retirement, and discuss some questions that you should be asking about your retirement plan.


Dec 15, 2020

Tim and Jeff discuss tax planning strategies for retirees as we head in to 2021.