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.
Nov 11, 2020
Tim and Jeff discuss 401K's and common questions they hear about them.
Oct 14, 2020
This episode discusses:
Sep 2, 2020
Tim and Jeff discuss what us means to have a legacy plan, and the importance of leaving a legacy. How are legacy and long-term care planning intertwined? This along with much more on this weeks podcast.