Today we’re answering your questions about long-term care options, leasing a car and Social Security. If you or anyone you know is struggling with dec...

We’ve had many conversations with clients about the subjects we’re talking about today – paying off your mortgage early, emergency funds and how to he...

We read an article recently that made the argument that you need to spend more to have a better retirement. This is something we discuss with clients ...

Today we’re answering questions we received from listeners and clients. Up first, a woman wants to take out a loan to start a cake business. Where sho...

On today’s episode we’re talking about accumulation versus decumulation. People are used to saving money for retirement, but are you prepared for what...

Rick recently wrote in and wanted to know if he should downsize his house. He has an emotional attachment to it, so it’s a tough decision. We’ll walk ...

Today we’re talking about 401ks versus pensions. Would you rather get a lump sum now or monthly payments over many years? Deb in New Jersey needs our ...

On today’s episode we’re talking about a couple conversations we’ve had with clients in Seattle, Wash. and some recent changes that have been put in p...

Today’s episode is a little different. We’ve started doing recorded webinar workshops on certain topics, and we’re doing a replay on this podcast. Tod...

We’ve had a couple clients recently who decided to retire earlier than planned. We’ll explain how we helped them, even with very little time to prepar...