• Withdrawals That Work: The Risk-Based Guardrails Q&A Session!
    Jul 17 2025

    In this Q&A session, Tori and Nick sit down with Connie to answer real questions about how our firm approaches retirement withdrawals using a risk-based guardrail strategy. Watch this podcast to gain a fuller understanding of how our dynamic withdrawal approach works, how it adapts to market conditions, and why it gives retirees more clarity and confidence without relying on rigid rules of thumb.

    Some topics covered:

    What are guardrails and how do they work?

    How do we adjust withdrawals during market ups and downs?

    Why flexibility matters more than precision.

    Whether you’re approaching retirement or already in it, this conversation will give you a clearer picture of how we help clients enjoy their money—without the fear of running out.

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    32 mins
  • How Do I Handle Drawdowns in Retirement?
    Jun 12 2025

    How will I handle market drawdowns in retirement? This is a question we hear often. People want to know what their retirement plan will do when the market takes a downturn. They want to know what their plan will be. Will they have a bucket of money sitting somewhere? Will they make adjustments to their portfolio?

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    20 mins
  • Will My Social Security Benefits Be Taxed?
    May 29 2025

    One question we hear often is “Will my SS be taxed?” When you retire and begin taking your SS benefits, will the government want to tax that? After all, haven’t you already paid taxes on this money?

    Add to that—there’s been some talk about NOT taxing SS benefits at all! How might that impact your retirement? And is it as good as it sounds?

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    18 mins
  • Should I Gift Money Now or Wait Until Later
    May 8 2025

    Today, we’re tackling a big question: Should I gift money now or wait until later? You want to give gifts to loved ones or to charities--- but you’re questioning when the right time would be for that. When could they best use that money? Will I need that money someday?

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    17 mins
  • Is it too risky to keep investing in retirement?
    Apr 24 2025

    Today, we’re talking about investing in stocks during retirement. People ask about balancing growth vs safety in retirement. You hear all of this negative stuff about the stock market. Should I keep investing in retirement?” that’s the question we’re answering today.

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    24 mins
  • Should I work an extra year?
    Apr 10 2025

    People ask if they should work an extra year or not. We hear it a lot--- and the answer is not just about money—it’s about your lifestyle, your health and what you want your retirement to look like.

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    19 mins
  • Here’s When You SHOULDN’T Do Roth Conversions
    Mar 27 2025

    If you’ve ever been told, “ A Roth conversion is the best thing you can do for your retirement, “ this episode is for you…. Because you also need to know when they might NOT be a good idea.

    While converting your Traditional IRA or your 401k into Roth has some fantastic benefits, there are times when it might not be a good idea… Today we will talk about the scenarios where it might actually work against you.

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    24 mins
  • Some People Should Not Hire a Financial Advisor...Yet
    Mar 13 2025

    There is a right time to hire a financial advisor and there’s a wrong time---- or at least a time when they aren’t as beneficial.

    We’ve spoken with countless individuals who are seeking clarity about their financial futures. Some of them ask outright, “Should I hire a financial advisor now, or wait?” That’s the exact question we’re discussing today.

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    21 mins