Episodes

Tuesday Jul 17, 2018
Retirement - Are We All on the Same Page?
Tuesday Jul 17, 2018
Tuesday Jul 17, 2018
Everyone wants to get rid of the complexity and stress in their life so that they can have the freedom to focus on the things in life that are most important to them. The recipe for “Living Retirement on Purpose” is no different. It begins with communication between you and your spouse. Talk about your future and goals. What direction do you want to be headed?

Tuesday Jul 10, 2018
Who Will Protect You?
Tuesday Jul 10, 2018
Tuesday Jul 10, 2018
Do you have a plan in place to protect yourself from the 'what ifs' in life? It doesn't pay to try to do the job alone.

Tuesday Jul 03, 2018
When Do I Take Social Security?
Tuesday Jul 03, 2018
Tuesday Jul 03, 2018
Don’t take Social Security on a whim or an assumption. Make sure you know your facts for the sake of your pocketbook, your tax return and your family.

Monday Jun 25, 2018
Real Financial Planning
Monday Jun 25, 2018
Monday Jun 25, 2018
Planning is not always about the answers or even the right answers. It is about knowing the right questions to ask and addressing those.

Monday Jun 18, 2018
Is it Possible to Never Pay Taxes Again?
Monday Jun 18, 2018
Monday Jun 18, 2018
There are seasons for everything in life. You can either let them pass you by or you can thrive in them. Now is the season for planning.

Tuesday Jun 12, 2018
Attention Business Owners
Tuesday Jun 12, 2018
Tuesday Jun 12, 2018
3 planning strategies utilized to potentially help business owners protect assets, plan for their futures, and take care of their families.

Tuesday Jun 05, 2018
Protecting Your Assets from Medicaid
Tuesday Jun 05, 2018
Tuesday Jun 05, 2018
Attorney Clinton Nix joins us this week on our show to discuss Medicaid and estate planning.

Tuesday May 29, 2018
The Secret to Financial Success
Tuesday May 29, 2018
Tuesday May 29, 2018
Think about this—when do you go see a doctor? That’s right - when something is wrong. The same is true for when people go see their financial specialist – when the pain is bad enough. Why do we do this to ourselves?

Monday May 21, 2018
Naming Your Beneficiaries
Monday May 21, 2018
Monday May 21, 2018
Jim Kennedy joins us this week on our show as our special guest to answer some important questions regarding your beneficiary designations. You don't want to miss this!

Tuesday May 15, 2018
What is Your Long-Term Healthcare Plan...Beyond the Money?
Tuesday May 15, 2018
Tuesday May 15, 2018
Bret Robinson joins us this week on our show to discuss the importance of having a plan in place to address long-term healthcare needs. You don't want to miss this!

Tuesday May 08, 2018
Behavioral Finance
Tuesday May 08, 2018
Tuesday May 08, 2018
Charlie Mahar with Tealwood Asset Management joins us this week for our show to discuss Behavioral Finance.

Wednesday May 02, 2018
Family-Centric Estate Planning
Wednesday May 02, 2018
Wednesday May 02, 2018
Our Legacy Planning Process helps families create a multi-generational vision that not only focuses on your legacy, but on the family’s legacy, which is built upon the foundation you set today.