The Sandwich Generation. You may have never heard of it, but we bet you know someone who has experienced it. The Sandwich Generation is defined by the circumstance of financially and physically providing care for a someone older than them (typi

Part-Time Retirement

Jul 9th, 2018 15m 44s

When you envisioned your retirement did you imagine that you would be working? There’s a good chance you never realized that you, too, may have a Part-Time Retirement. Part-Time Retirement is far more common now in all income classes: lower, mi

Roth IRA vs Traditional IRA

Jun 30th, 2018 14m 52s

IRAs are an incredibly valuable tool used for retirement planning but they can be confusing. Travis and Kelly discuss avoiding the many rabbit holes of investing jargon by breaking down the defining terms of these two types of IRAs, then they d

Happy Birthday Roth IRA

Jun 24th, 2018 14m 27s

In Episode 3, Travis and Kelly celebrate the 20th birthday of the Roth IRA. Looking briefly into the history of the Roth IRA helps to reveal a lot about why both Traditional and Roth IRAs exist, and for whom they were designed. The two types of

The Talk

Jun 14th, 2018 37m 16s

“Recently, I had to have The Talk with one of my long-time clients and her kids.” None of our mentors warned Travis when he first entered the financial services industry about the most challenging part of being an independent financial advisor

Dirty Little Secret

Apr 15th, 2018 25m 25s

Welcome to the Investment Answers Podcast. Your hosts are Travis Terlau, Certified Financial Planner™, an Independent Investment Advisor Representative, licensed insurance agent, founder and CEO, along with Kelly Terlau Chief Operations Officer

Investment Answers Podcast, Episode 1

Apr 15th, 2018 25m 25s

Welcome to the Investment Answers Podcast. Your hosts are Travis Terlau, Certified Financial Planner™, an Independent Investment Advisor Representative, and founder and CEO, along with Kelly Terlau Chief Operations Officer of Investment Answers

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