Ep 21: The Things You Can’t Predict

February 24, 2022 5:00 am Published by Comments Off on Ep 21: The Things You Can’t Predict

You don’t know what you don’t know. On today’s show we talk through ways to financially plan for the future, even if you don’t know what it holds.


Ep 20: Fill in the Financial Blanks

February 3, 2022 5:00 am Published by Comments Off on Ep 20: Fill in the Financial Blanks

What answers will Troy and Alan have for these financial questions? Do yours match what they have to say? Find out!


Ep 19: The Great Resignation

January 20, 2022 5:00 am Published by Comments Off on Ep 19: The Great Resignation

Are you one of the many people resigning from your job right now? What does it mean for your financial plan and financial future?


Ep 18: Preparing for Longevity Risk

January 6, 2022 5:00 am Published by Comments Off on Ep 18: Preparing for Longevity Risk

What’s the risk of longevity? Does your financial plan prepare for the possibility of living until 100? On today's episode, we'll discuss how longevity impacts your retirement plan.


Ep 17: All About the House

December 16, 2021 5:00 am Published by Comments Off on Ep 17: All About the House

This one’s on the house--what should you do about your house in retirement? How does it fit into your financial plan?


Ep 16: Planning for Long-Term Care Expenses

December 2, 2021 5:00 am Published by Comments Off on Ep 16: Planning for Long-Term Care Expenses

How should you prepare for the possibility of needing long-term care? Is long-term care insurance your only option? Alan and Troy share the basics of how to address long-term care expenses in your financial plan.


Ep 15: The Strategy Behind Life Insurance

November 18, 2021 5:00 am Published by Comments Off on Ep 15: The Strategy Behind Life Insurance

Is life insurance something you should have as a part of your financial plan? Alan and Troy discuss the reasons you may want to use this financial tool.


Ep 14: What Is Your Risk Tolerance?

November 4, 2021 5:00 am Published by Comments Off on Ep 14: What Is Your Risk Tolerance?

Do you know what your risk tolerance is or why it matters? Alan and Troy break down the basics of what risk is and how it fits into your financial plan.


Ep 13: What You Need to Know About 401(k) Rollovers

October 28, 2021 5:00 am Published by Comments Off on Ep 13: What You Need to Know About 401(k) Rollovers

When you do a 401(k) rollover, you want to make sure you get it right. We discuss the importance of a rollover and what kinds of things to be aware of throughout the process.


Ep 12: Are You Ready to Retire?

October 21, 2021 5:00 am Published by Comments Off on Ep 12: Are You Ready to Retire?

When we ask this question to people that meet with us, the answers come in many different forms. For some, they want to retire but can’t financially. Others will be hesitant to make the transition for different reasons. And a third group is actually much better off than they ever believed. Today we’ll discuss one of the most important questions in planning, “Are you ready to retire?”