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  • The Importance of Financial Viewpoints

    The Importance of Financial Viewpoints
    2022/10/16
    In this show we introduce Jeff Smith and talk about the topics that will be affecting your finances.
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  • Retirement Income Planning 101

    Retirement Income Planning 101
    2022/10/16
    In this episode we dig into the basics of retirement income planning, risk management, asset allocation and more.
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  • Will Inflation Derail Your Retirement?

    Will Inflation Derail Your Retirement?
    2022/10/23
    Today we talk about inflation and it's impact on your retirement plans, as well as possible solutions.
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  • Financial Confusion & Sophisticated Simplicity

    Financial Confusion & Sophisticated Simplicity
    2022/10/30
    Things get more and more complicated when it comes to finances. Every year there are changes and new laws that can affect your saving and how you save. In this episode we explore ways to understand and simplify in order to have a solid plan to secure your finances.
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  • Frightful Financial Mistakes

    Frightful Financial Mistakes
    2022/11/06
    In this episode we talk about how to avoid making costly financial mistakes.
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  • Avoiding Financial and Retirement Mistakes Part 2

    Avoiding Financial and Retirement Mistakes Part 2
    2022/11/13
    In this episode we talk about more costly financial mistakes to avoid.
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  • The Tax Trap

    The Tax Trap
    2022/11/20
    Are your investments a ticking tax time-bomb? We talk about the tax implications of your retirement accounts and what you need know.
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  • Estate Clutter and Your Own Personal Vault

    Estate Clutter and Your Own Personal Vault
    2022/11/27
    We talk about how and why you need to get your estate organized and how it helps to create your own personal vault.
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