income ladder

In episode 2 we answer your questions about how to hire your financial planner. We also discuss the Investment Policy Statement and how to make sure you and your advisor stay on the same page. …

Continue Reading about Episode 2: Questions for Your Prospective Advisor

In episode 1 we examine retirement as a lifestyle, rather than an event. We discuss how the word "busy" has a new definition within this lifestyle. Our audience question is about Social Security. We conclude by talking about …

Continue Reading about Episode 1: The Retirement Lifestyle