In our practice, we do a lot of financial planning and coaching for folks with 401(k)s and 403(b)s. Getting the last 10 years of working and saving right is crucial to your success in retirement. In this episode we talk about the 5 most common

Episode 7: Coronavirus & Small Business Fallout

May 12th, 2020 28m 52s

In another episode of our quarantine series, we discuss the on-going Coronavirus fallout and specifically how small businesses are rising to meet these challenges. We are joined by small business consultant, Mike Cooper. Recorded via Skype to m

Episode 6: The CARES Act

Apr 17th, 2020 14m 6s

In this episode we talk about the CARES Act, stimulus checks, unemployment benefits, and discuss life under quarantine.

Episode 5: The Coronavirus Special Episode

Mar 30th, 2020 19m 14s

In this special episode we discuss happenings in the markets and the world regarding the outbreak of COVID-19 and what we are looking at from a market perspective. Recorded via Skype.In the past month, the world has changed significantly. We'r

Episode 4: Estate Planning 201

Mar 6th, 2020 28m 23s

Many people think estate planning is only for the ultra-wealthy, but that's not true. It's important for everyone to have a basic estate plan regardless of income level that reflects your values and wishes. In this episode we dive in to a few e

Episode 3: Retirement and Financial Planning Roadblocks

Feb 20th, 2020 29m 4s

In the third episode of Planning for Life, we talk about roadblocks on the path to retirement and financial planning success. Often, the more difficult the obstacles seem, the more meaningful the process is, and the more valuable the end result

Episode 2: The SECURE Act | What It Means for You and Your Retirement

Feb 20th, 2020 33m 49s

In the second episode of Planning for Life, we talk about the SECURE Act, a recent piece of legislation that affects the retirement planning of millions of Americans. Learn everything you need to know right here.

Episode 1: Pilot | What is Planning for Life?

Feb 20th, 2020 32m 38s

Welcome to Planning for Life! In the first episode of our new podcast, we're talking about our hopes for the show and why we decided to make a financial planning podcast.

Rate