1. The Things That Don’t Matter… Until They Do

      Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of those items, you’ll either be very glad that you have one, or really regretting the fact that you don’t. Let’s talk about some of the things in the financial…Read More

  2. The Great Resignation

      We discuss how many are learning about their retirement through 'uncommon sense' and also how the Great Resignation is hitting the American workplace right now in a big way. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click here to listen to more episodes. If you have any questions, give us a call at 888-228-8814. And don't forget to subscribe to the show on your favorite…Read More

  3. The Ridiculousness Of Google Searches and ‘Secure 2.0’ Goals

      On today's show, we discuss how ridiculous some Google searches for retirement planning can be and what red flags you should look out for. We also talk about the current Secure 2.0 Bill and the top 9 goals inside it. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click here to listen to more episodes. If you have any questions, give us a call at 888-228-8814. And don't forge…Read More

  4. Financial Planning In Biden’s America

      We’ve surpassed the first 100 days of Joe Biden’s presidency and, so far, it has already provided plenty of fodder for discussion in the financial planning realm. Let’s look at some of the top issues of the past few months, how it impacts financial planning, and how conversations with clients about these issues are developing. Get Your Guaranteed Annuity Get Access To The IFL Manual V…Read More

  5. March Madness & Retirement Planning

      With March Madness about to come to a close and the NBA Playoffs around the corner, basketball is still on the mind for some people. What can we learn about retirement planning by exploring some concepts in the game of basketball? We also discuss how the city you live in can have a drastic impact on your retirement plan. Get Your Guaranteed Annuity Get Access To The IFL Manual Vault Click h…Read More

  6. The Roth Conversion

      Is a Roth Conversion right for you? There are many different financial firms advertising this strategy right now, but it can be difficult to know this is truly something that will work well with your plan. We dive into how a conversion works, how taxes are paid, and the long-term effects of this process. Get Access To The IFL Manual Vault Click here to listen to more episodes. If you have a…Read More