Episode #102: For Big Results, Start Small
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Episode #102: For Big Results, Start Small

For many who know they need to make a change to move their financial health in the right direction, knowing where to begin can be the most challenging part.  A strategy for tackling debt can be a...
Episode #101: Rampant Financial Illiteracy
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Episode #101: Rampant Financial Illiteracy

With 64% of Americans living paycheck to paycheck, the need for solid financial planning and knowledge has never been more important.  Tim Tremblay of Tremblay Financial Services dives into what he...
Episode #100: Do Not be Afraid to Challenge Conventional Wisdom
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Episode #100: Do Not be Afraid to Challenge Conventional Wisdom

Conventional wisdom is great…until it isn’t.  We often say we want to think out-of-the-box but are we really willing to put that into action?  Your retirement  strategies and goals are unique...
Episode #99: Is Social Security Everything?
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Episode #99: Is Social Security Everything?

For many Americans, Social Security benefits are their largest source of retirement income, but was not designed to completely replace your pre-retirement income.  At Bales Financial Group, Davey...
Episode #98: 5 Simple Steps to a Successful Retirement
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Episode #98: 5 Simple Steps to a Successful Retirement

Davey Bales and Mark Anglin of Bales Financial Group know that people want simplicity and clear communication. Planning for expenses is just one of the 5 Simple Steps to a Successful Retirement and...
Episode #97: It Starts with the Right Plan
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Episode #97: It Starts with the Right Plan

How many pages is your retirement income plan?  Do you have one?  How great would it be to have a written retirement income plan that is flexible to adjust to life’s changes?  Davey Bales &...
Episode #96: What Are Your Tax Liabilities in Retirement?
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Episode #96: What Are Your Tax Liabilities in Retirement?

Have you accounted for all the taxes you’ll need to pay in your retirement journey?  Financial Advisor Terry DuPont and Stonewood Financial CEO Becky Swansburg discuss how most investors are not...
Episode #95: How Legislation Impacts Retirement Savers
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Episode #95: How Legislation Impacts Retirement Savers

Can a change in the tax laws affect your retirement savings?  Financial Advisor Terry DuPont and Stonewood Financial CEO Becky Swansburg discuss how future legislation can affect your spending...
Episode #102: For Big Results, Start Small
Episode #102: For Big Results, Start Small
Episode #101: Rampant Financial Illiteracy
Episode #101: Rampant Financial Illiteracy
Episode #100: Do Not be Afraid to Challenge Conventional Wisdom
Episode #100: Do Not be Afraid to Challenge Conventional Wisdom
Episode #99: Is Social Security Everything?
Episode #99: Is Social Security Everything?
Episode #98: 5 Simple Steps to a Successful Retirement
Episode #98: 5 Simple Steps to a Successful Retirement
Episode #97: It Starts with the Right Plan
Episode #97: It Starts with the Right Plan
Episode #96: What Are Your Tax Liabilities in Retirement?
Episode #96: What Are Your Tax Liabilities in Retirement?
Episode #95: How Legislation Impacts Retirement Savers
Episode #95: How Legislation Impacts Retirement Savers

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