Episodi

  • Should I Pay Off My Mortgage Before Retiring?
    Apr 29 2026

    One of the top questions we hear from people right before retirement is: Should I pay off my mortgage? It sounds simple, but the answer is a little more complicated. Today we're going to break it down.

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    18 min
  • 6 Types of Retirement Income — Ranked: Which Ones Build the Most Confidence?
    Apr 10 2026

    What if I told you that two people could have the same retirement income…but one lives confidently and the other is constantly worried they're spending too much?

    Today we're ranking six types of retirement income — from the ones that feel stressful to spend…to the ones that create total confidence.

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    28 min
  • What We Wish Everyone Knew Before Their First Meeting With Us
    Mar 25 2026

    Most people get a little nervous before their first meeting with a financial advisor. They wonder—what will they ask me? Am I going to get pitched on products? Do I need to have all my paperwork ready? Today, we're pulling back the curtain on what we wish everyone knew before their first meeting with us.

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    22 min
  • How to Retire in Your 50's (Without Regret)
    Feb 27 2026

    More people than ever are asking: Can I retire in my 50s?

    And maybe the better question is…Can I retire in my 50s without regret?

    Today we're talking about what it actually takes to retire early and still feel confident about the life ahead.

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    24 min
  • Why Financial Headlines Keep You Anxious (and Broke)
    Feb 6 2026

    You've probably seen the headlines: 'Crash coming,' 'Recession inevitable,' or 'Buffett moves to cash.' And it raises the question: are these headlines really helping investors? Or are they quietly sabotaging good decisions?

    For most people nearing or in retirement, the media noise does more harm than good. Today, we're unpacking why that is, and more importantly, what you can do to insulate yourself from it.

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    15 min
  • The Retirement Tax Window: Does This Apply to You?
    Jan 16 2026
    What if the lowest tax years of your life are the ones you never planned to take advantage of? Today we're talking about what we call the Retirement Tax WINDOW — that sweet spot between leaving work…and hitting Required Minimum Distributions. And that window can determine how much of your money you keep versus how much goes back to Uncle Sam.
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    20 min
  • What Does "Comfortable" Actually Look Like in Retirement?
    Dec 4 2025

    We hear this all the time—'I just want to feel comfortable in retirement.' But what does that actually mean? Is it a number? A lifestyle? Just peace of mind?

    That idea of 'comfort' comes up in so many planning conversations, and today we're unpacking what it really looks like—because it's probably not what most people expect.

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    21 min
  • Can They Retire Early Without Regret? | Real Case Study.
    Nov 14 2025

    Mike and Julie were in their early 60s—and they were ready to retire. The only problem? They didn't feel READY, the market felt SHAKY, and they weren't sure if leaving work now would jeopardize their future.

    They wanted freedom, but they also wanted peace of mind.

    Today, Certified Financial Planner Tori Ten Hagen will be walking us through the case study of how we helped them decide if NOW was the right time—and what gave them the clarity to move forward.

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    23 min