Financial Planning

Biden’s tax proposal has been getting a lot of attention through the media but one thing to remember is that it is only a proposal. It’s rare that any legislation gets passed without amendments or compromise. Ben and Adam share their thoughts on what is more likely of getting passed versus parts that most likely won’t make the final version in this podcast episode.

When is the right time to hire a financial planner? Is it when things seem too much to handle on your own? Is it for freedom of time that you can gain by passing off those responsibilities to someone else? Check out our latest A/B Conversation to hear Ben and Adam’s thoughts.

What does "financial independence" mean to you? Is it a level of wealth where you don't need to work? Is it reaching some desired future state? Is it peace of mind, when certain financial stressors are eliminated? Listen to Adam and Ben give their take.

We thought it'd be a great podcast to just reflect a little bit one year later. What are the lessons that we either learned or as we focus on in this podcast, lessons we re-learned on the financial side. Listen as we discuss financial lessons to remember for the next time.

The fear of missing out, FOMO, is something that concerns us. We see it a lot when it comes to investments. But people also bring this up in a different context too. Maybe they don't want to work anymore because they see some of their friends aren't working anymore. They feel like they're missing out on something. We want to make sure the decisions they're making or the feelings that they're having, are really good healthy ones, not only for themselves, but certainly for their financial future. Let's talk about it in this episode.

Pension election is an irrevocable decision that has lasting effects, which may or may not be good in the long run. In this episode, we share some of the high level of conversations we've been having recently and things to keep in mind before making the big decision.

Retirement is a process. Give yourself time to get used to the idea, both before AND after your retirement party. It's normal to feel a lost for a while, trying to find purpose again. You'll get it back as you start to work towards new goals and redefine what matters most to you. Having walked countless people through this process, we're more than qualified to provide financial guidance. Yet, being financially prepared and feeling financially secure about retirement is only part of the battle. Listen to Adam and Ben discuss how you can find your purpose and figure out what you will do all day.

It’s not possible to GOOGLE personal financial advice. Simply put, you probably don’t know what you don’t know, and may not even know what questions to ask in order to diagnosis best next steps. Listen to Adam and Ben highlight additional reasons why self-diagnosing your financial life can lead to trouble.

So you have this annuity thing - what is it and how does it fit your financial plan moving forward? Listen to Adam and Ben compare annuities to a box of chocolates by sharing some insights on the things to know and questions to ask before making any decisions.

Should credentials matter when seeking financial advice? We're pretty biased and would say "yes!" But aren't all advisors credentialed the same? Don't they do the same things, get compensated the same way? Actually, no. Listen to Ben and Adam talk about the difference between the butchers and the dietitians in this podcast.