Dec 30, 2020
Financial planning is one of the last things someone wants to be thinking about when they lose a spouse. Combining that with the decisions that have to be made is a recipe for poor decision making. Luckily, not all decisions have to be made right away, and this episode will go through some the more important decisions...
Dec 15, 2020
Estate planning isn't just for the wealthy, and it is more than a set of documents (although it is still both of those things). Estate planning allows you to decide ahead of time how you want your assets distributed when you die, lessen the administrative burden for your surviving family members and, if you want to,...
Dec 2, 2020
Should you move to a different state in retirement? While there can be some good financial reasons to do so, including cost of living and taxes, the actual decision involves much more like family, healthcare, social network and lifestyle. Be sure to listen to the end so you learn about the importance of domicile.
Nov 10, 2020
Join us as we discuss the various financial planning strategies that should be considered as we approach the end of the year. There are some strategies that apply every year, whether we have an election or not. We also discuss some potential ramifications from the election outcome, and why you may want to wait and see...
Nov 4, 2020
Solopreneurs are self-employed without employees. This unique income arrangement comes with some unique challenges and opportunities, including one of Robert's favorite planning tools: The Solo-401k.