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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.