Dec 1, 2021
Inflation is an increasingly huge topic in the current news, as the U.S. is experiencing inflation rates higher than any seen since the late 1970’s. Today Tim and Jeff discuss why inflation has to be accounted for in a solid retirement plan to be sure there is enough growth potential to cover higher costs which are...
Nov 23, 2021
Legacy planning is the final piece to a solid retirement plan. But it is an important one in regards to what your loved ones final wishes are for having things properly distributed to whomever they want. Tim and Jeff discuss the process for a proper legacy plan, which includes taking into account tax implications for...
Nov 15, 2021
We have all seen inflation skyrocket in recent months to the highest levels in years. And retirees on a fixed income feel it more than any other age group. Tim and Jeff stress the importance of planning around inflationary times, and making sure your income keeps up with the ever rising prices of everything,...
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.