1. Trust Your Gut

      Many people in the financial world complicated the retirement process by throwing out buzzwords and explaining things in a complex way. But retirement shouldn't be this difficult, and it should incorporate some common sense. Matt and Nick talk about trusting your gut on the show today and some tips on how to do it. Along the lines of common sense, the guys also discuss an article that discu…Read More

  2. Election 2020

      This episode was recorded on November 4th, 2020 and we are still waiting for all of the votes to come in from last night's election. It's no secret that the market is rather volatile when there's uncertainty involved. This why Matt and Nick talk to us today on why we shouldn't have our retirement plan rely solely on the stock market's performance. The guys will also talk about the stimulus …Read More

  3. Elections & The Market

      This year's election is on the horizon and many people have strong emotions and opinions going into it. It's common that we hear one candidate will make the stock market crash, while the other one will be beneficial for the market. Matt and Nick discuss how to get through volatile times with reacting emotionally and the importance of their clients understanding the financial plan they put t…Read More

  4. The 4 Percent Rule Of Retirement

      There are many general rules out there in the retirement world and it can be difficult to navigate which ones are still relevant in today's environment. Matt and Nick will break down what the 4 percent rule is and why they think this rule is outdated. Click here to listen to more episodes. If you have any questions, give us a call at 833-450-3062. And don't forget to subscribe to the show o…Read More

  5. Rolling Over Retirement Accounts From An Old Employer

      The pandemic has caused a lot of turmoil in the job market. Many people have been laid off and now have to find a new employer to work for. But what should you do with your retirement account that's with your old employer? Matt and Nick talk about a few strategies you can utilize when making this big decision. Click here to listen to more episodes. If you have any questions, give us a call …Read More

  6. The Cost Of Waiting

      There is no doubt that procrastination is in our human nature. Many people will push off tasks that need to be done until the very last minute, but this is not a trait that you want to carry in your financial life. Matt and Nick break down how much waiting can cost you in retirement. Not only in a dollar amount, but also the emotional weight it can have on your mind. Click here to listen to…Read More