Financial Planning

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.

New year. New administration. Should you have the same old financial plan going forward? "Yup!" says Ben. Listen to Adam and Ben share perspective on how our feelings, anxieties and investment decisions need to be kept in check within our financial plans!

Was 2020 a rough year at work? Have you worked at the same job with the same company for 25+ years? Maybe you aren’t ready to retire, but the job is getting old. You’re physically and mentally ready to retire, but the uncertainty of the future holds you back from completely calling it quits. How do I know when I can retire? Listen to Adam and Ben talk about transitioning into retirement.

In this episode, Adam and Ben talk about what to expect in the initial meeting with us. That first meeting is better understanding what do you value? What is your "Why"? What are you prioritizing? We're happy to be a second set of eyes. We know we do it differently than most people and that's by design.

In this episode, Ben is joined by Katie McKenna from Thrivos Consulting. Katie is a professional coach and bestselling author of "How To Get Run Over By A Truck". 2020 may have kicked your butt and that's ok. As you turn the page to 2021, what do you aspire to? What do you want to change? How do you put a plan into action to get there? Who else should you involve? Listen to two GOAL-PLANNERS, Ben & Katie focus on YOU and next steps YOU can take to get to where you want to go.

In this episode, we will discuss assisting in the financial responsibilities of parents or an aging loved one. We want to share our suggestions for someone who would be in the position of caring for a loved one's financial life.

In this episode, we talk through the emotional and human nature of newfound wealth. We will discuss how financial planning can help you navigate through this difficult life transition and make sure that you are considering all factors in your decisions.

In this episode, we discuss why it's important to prepare for the worst with the help of a financial planner.