We are a team of Financial and Insurance Professionals from across the state who specialize in various aspects of the industry such as life insurance, annuities, social security retirement strategies, long term care, Medicare planning, worksite solutions, voluntary benefits, individual health insurance and employee benefits and collectively, we bring well over 100 years of expertise and resources to the table.
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Episode 260 “So if money is the root I want the whole damn tree.” -Dr. Dre.
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When it comes to retirement, there are many misconceptions that can be incredibly detrimental to folks in the future, and also, difficult to recover from. On today’s show, we clear up the confusion and help you avoid making missteps on your way to and through retirement, along with tips to help you save more. Stay tuned.…
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Episode 259 “It’s all about the Benjamins, baby.” -P. Diddy
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A new Forbes Advisor study has identified the biggest financial regrets from 2023. We dive in and share some tips to help you navigate through these common concerns coming up today on ________.
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Episode 258 It may be a late start but hey at least you’re starting.
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If you're beginning your retirement savings journey in your 50s, here's what you can anticipate and the actions you may need to contemplate. Today we dig into Retirement Savings: 8 Outcomes When You Begin Saving in Your 50s.
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Episode 257 Make sure your retirement rocks!
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We’re going to dig into some tips to help you get to retirement. Some are new and some have been around a long time. In both cases, the information is rock solid and could make a positive difference in your retirement.
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Episode 256 “Interest is up and the stock market’s down.” -Hank Williams Jr.
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On today’s show, we outline five important questions to ask your advisor about inflation and its impact on you and your retirement plan.
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Episode 255 Boom goes the dynamite.
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When it comes to financial literacy, social media has done a lot of damage. We’re exposing some of the worst financial planning advice to go viral on social media, exploring why it’s so dangerous, and doing a bit of financial influencer myth-busting to perfect the record on today’s show. Stay tuned
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Episode 254 “Lately there ain't been much work on account of the economy…” -Bruce Springsteen
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Coming up today, how to identify the retirement planning concerns that matter the most, tips to help you along the path on your retirement road trip, and questions to be asked and answered before you drive off into the sunset.
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Episode 253 “They say a cluttered desk means a cluttered mind, well I say an empty desk means an.." -Michael Scott, The Office
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Periodically reviewing your finances can help ensure that you are on track to achieve your goals and minimize the chances of any costly oversights. What better time to eliminate any “March Madness” in your financial plan thannow?
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Episode 252 Money can’t buy you happiness, but it can buy you a yacht big enough to pull up right alongside it.”- David Lee Roth
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Coming up today, we explore the best way to clarify your retirement savingsstrategy, discuss tax tips and new legislation regarding that might change the worldof Social Security as we know it. All that and more, starting right now on ________.
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Episode 251 “Save the neck for me, Clark.” -Cousin Eddie, National Lampoon's Christmas Vacation
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The holiday season is upon us, so we’re covering moments from your favorite Christmas movies and the financial planning lessons we can take from each. It all starts, right now.
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Episode 250 “You better check yo self before you wreck yo self.” -Ice Cube
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Everybody’s more productive when you have a checklist. Your retirement checklist, coming up.
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Episode 249 “You better check yo self before you wreck yo self.” -Ice Cube
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Everybody’s more productive when you have a checklist. Your retirement checklist, coming up.
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Episode 248 “Get over on that other field and have some asthma–get out of here!” -Jimmy Johnson
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On today’s show, we have strategies, lessons, and words of wisdom from the game of football to apply to your financial plan, so you can retire like a champion. We kick it off, right NOW.
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Episode 247 Ch-ch-ch-ch-Changes (Turn and face the stranger) David Bowi
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Retirement is all about change and how we adjust to those changes. Today we’re going to outline some things that may be an unexpected change and we’re talking about more than money, but health too. Stay tuned.
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Episode 246 I just want a bucket without holes in it.
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We all have items to check off that bucket list as we get into retirement. Today we turn the table and share the retiree 'unbucket-list'. We've got a list of things that you probably want to avoid in retirement.
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Episode 245 " I am 100% certain that I am 0% sure of what I'm going to go-: - Chris Traeger, Parks & Recreation
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On today's show, we cover some shocking statistics, how to achieve your financial goals in the new year, and help get you started.
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Episode 244 " I've heard there's going to be a recession. I've decided not to participate." - Walt Disney
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When it comes to retirement planning, one of the most important components is generating income to last you through retirement. On today's show, how you can do this despite challenging economic conditions. It all starts now.
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Episode 243 "Diversify your Millions, you can live off the interest." -Xzibit
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As we enter 2024, it's crucial to assess your budget, debt, and investments in alignment with your financial objectives. To help kickstart the process we've put together steps to help you get started.
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Episode 242 "Save the neck for me, Clark." -Cousin Eddi, National Lampoon's Christmas Vacation
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The holiday season is upon us, so we're covering moments from your favorite Christmas movies and the financial planning lessons we can take from each. It all starts, right now.
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Episode 241 " That's just the cold hard truth, but I still throw a few back, talk a little smack, when I'm feelin' bulletproof." - Toby Keith
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It's important to know the cold, hard truth of your financial situation when planning for retirement. On today's show, solutions to help you navigate harsh retirement planning truths, how you can be the CEO of your retirement, and ROIs. And it all starts...right now
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On today's show as another year draws to a close let's make sure our retirement plan is ready for the new year.
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Episode 239 "They say we learn from mistakes, so that's why they mistakes me." - Lil Wayne
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There are plenty of decisions that have to be made regarding retirement and retirement planning. If you're near retirement we've got four do's, four don'ts, and one never for you, Plus how you can overcome six common financial fears, And it all starts right now.
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Episode 238 Just wait till version 13 is released.
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As the year winds down we're looking ahead to 2024 and what changes are in store for many in the financial red zone, that's five to ten years from retirement. SECURE 2.0 has rolled out some changes that are shaking up how employer-sponsored retirement plans work. On today's show, we check some highlights…
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Episode 237 The Bottom-line of Hollywood is Money.
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Celebrities often face financial challenges that require the assistance of a financial advisor for celebrities. By avoiding these common financial mistakes, folks can learn how to better manage their wealth and ensure long-term financial stability. Coming up, we cover a few cautionary tales from Hollywood to learn what NOT to do with your money and…
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A new report graded the retirement systems of countries across the world and America earned a C+... Coming up on today's show, how you can build an A+ retirement plan...you don't want to miss this one
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Episode 235 " I'll reason with him....." -Vito Corleone, The Godfather
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There are many reasons why folks forego working with financial professionals. Today, we are going to break down 10 of the most common reasons folks resist professional help while building their financial plans and explain exactly How a financial advisor would be able to help.
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Episode 234 " They say we learn from mistakes, so that's why they mistake me." Lil Wayne
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There are plenty of decisions that have to be made regarding retirement and retirement planning. If you're near retirement we've got four do's, four don'ts, and one never for you, plus how you can overcome six common financial fears. And it all starts right now.
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Episode 233 HOORAY for Hollywood!
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On today's show, we're sharing a few financial planning do's and don'ts featured in the most iconic sitcoms ever and offering tips to help you maximize your savings along the road to retirement.
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Episode 232 I put the BOOM in Baby Boomer!
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Coming up, we explore the retirement planning landscape and how one generation in particular is facing significant risks to their retirement. And, we'll find out much you know, or don't know, about planning for retirement. That and more on today's show.
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Episode 231 " All I want is to have my peace of mind". -Boston
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As you embark on your retirement planning journey, it's crucial to foresee potential expenses that may nibble away at your hard-earned savings. Join us as we explore six financial demands that can impact your retirement nest egg, and discover effective strategies to prepare for them. That and more coming up.…
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Episode 230 Don't quote me on that.
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Saving for retirement takes discipline and sacrifice. On today's show, we'll share three quotes that could inspire you to keep the discipline and embrace the sacrifice. The quotes are not from the usual suspects either
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Episode 229 Is that your final answer
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Coming up on today's show, the most common questions folks have about retirement, the seven sins of financial planning and Who Wants To Be A Retirement Millionaire. You don't want to miss this one.
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Episode 228 Hooray for Hollywood!
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On today's show, we're sharing a few financial planning do's and don't featured in the most iconic sitcoms ever and offering tips to help you maximize your savings along the road to retirement.
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Episode 227 If I have any spare stress I just sell it on eBay.
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A recent Quinnipiac University poll highlighted some of the biggest personal financial concerns folks have been experiencing- we dive into the particulars and share strategies that can help spare you the stress. Stay tuned.
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High interest rates, volatile markets and recession talks could be standing between you and the retirement you planned for. Some easy adjustments could make a;; the difference. Coming up on today's show.
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Episode 225 Just wait till version 13 is released.
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The passage of Secure Act 2.0 made some significant changes to retirement saving in America. On today's show what changed and how it will affect you.
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Episode 224 Bread, capital, chips, jack, exchequer it's all money and I want a bunch
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We've all heard of 'cash is king'. In retirement it's 'cash flow' that leads the charge. Today we'll dig into cash flow in retirement and offer some suggestions that could help you maintain you current lifestyle.
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Episode 223 " If there was a problem, yo, I'll solve it. Check out the hook while my DJ revolves it.'' - Vanilla Ice
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Coming up today, the biggest retirement planning concerns and how to worry less about your plan.
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Episode 222 Just wait till version 13 is released.
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The passage of Secure Act 2.0 made some significant changes to retirement savings in America. On today's show what changed and how will it affect you?
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Episode 221 Please join me in celebrating National Procrastination week March6-12 2023.
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There are a variety of reasons folk hesitate to speak with a professional financial advisor about their financial situation. Today, we're going to dive into some of the common concerns, misconceptions, and myths preventing folks from creating that lifetime income plan with a retirement coach. All that and more coming up right now on Financial Safar…
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Episode 220 I'm in the zone.
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On today's show - we have a retirement preparedness checklist outlining what to do what to do it-so, if you're within the financial red zone and preparing to retire, stay tuned.
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Episode 219 If I have any spare stress I just sell it on eBay.
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A recent Quinnipiac University poll highlighted some of the biggest personal financial concerns folks have been experiencing - we dive into the particulars and share strategies that can help spare you the stress. Stay tuned.
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Episode 218 It's the old game of he said she said.
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You know the saying " happy wife happy life?" Well, retirement planning is certainly no exception to the rule. When we come back, we have some tips for you and your spouse so that you both walk away happy.
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Episode 217 How many hosts has Family Feud had: Survey says.....
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Financial literacy month has come and gone. Coming up, _______ takes the hot seat for a pop quiz from the advisor about what they have learned. Stay tuned.
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Episode 216 Bread, capital, chips, jack, exchequer it's all money and I want a bunch.
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We've all heard 'cash is king'. In retirement, it's 'cash flow' that leads the charge. Today we'll dig into cash flow in retirement and offer some suggestions that could help you maintain your current lifestyle.
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Episode 215 I was an EMT, I'm the record holder for largest crappie caught in MN, A broadcaster in the US Army.
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Remember the game "Two Truths and a Lie"? Well, we have created our own version of it called Two Retirement Truths and a Lie. We'll find out how much you know or don't know about planning for retirement. That and More on today's show
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Episode 214 Running out of Money doesn't worry me. It's Knowing when I'm going to run out of money that's scary.
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If running out of money in retirement is a concern of yours, you're not alone. According to a recent GoBanking Rates survey 66% of Americans are feeling that way. Let's calm the fear and offer you some strategies to help make sure that doesn't happen.
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Episode 213 According to my other brother there is nothing to worry about.
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From the talking heads on TV, to that one coworker who knows everything, to your second cousin who's uncle is a bank teller. Everybody has retirement advice. What do you think? We took to the streets and asked regular folks about retirement and how they are preparing. That and more coming up.
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Episode 212 It's always scary to search your name on google
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There are many questions on the web about financial planning and saving for retirement- many of these questions financial advisors encounter on a daily basis. Coming up next, we'll cover the most searched financial planning questions and answers every one of them in ___ minutes less. Stick around
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Episode 211 What? The government is touting ESP? Oh wait that's ESG.
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The Biden administration vetoed a bill that directly impacts pre retirees, retirees and frankly, anyone saving for retirement right now. The veto preserves the Labor Department's ESG rule. We'll dig into the particulars and how you could be affected on today's show.
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