Jun 18, 2024 | Financial Planning
Financial planning provides freedom and flexibility, and it’s critical to have a plan in place to make smart decisions about your money and your life. We all see numbers everywhere, every day. Whether you’re checking up on your fitness goals,...
May 15, 2024 | Financial Planning
Yes, we all hate the word “budget,” but many people don’t realize that the word budget can mean many different things. It doesn’t necessarily mean that you must set strict limits for yourself on all your favorite things (dining out, shopping, coffee, etc.) and...
May 1, 2024 | Financial Planning
Is retirement just around the corner? Do you have a plan for drawing income while minimizing taxes? In this final segment, Steve and Kevin discuss important considerations for those nearing retirement. They emphasize the need for a retirement budget that aligns...
May 1, 2024 | Financial Planning
Are you on track to retire? What moves do you need to make before the big day? Kevin and Steve bring to light the next steps in financial planning, including budgeting, managing debt, and investing. They emphasize the importance of having a budget and staying on track...
May 1, 2024 | Financial Planning
Are you on the same page as your spouse or significant other when it comes to money? What about your kids? Dan and Steve discuss the importance of communication and transparency when talking about money with your spouse or significant other. They emphasize the need to...
May 1, 2024 | Financial Planning
Do you have a financial plan or is it time to revisit a plan you put together years ago? In this episode, Dan and Steve discuss the foundational components of a good financial plan. They emphasize the importance of retirement projections, including income,...
