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Your Retirement Playbook

Jul 30, 2021

It's the final countdown. Will you be ready? Join us on Consider This Program to find out!

Being ahead at half-time may be encouraging, but the game is far from over. Where will you be financially when the last seconds go off of the clock? Tune into this segment to learn more.


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Jul 29, 2021

Don't let the IRS pull you from the game. Join Consider This Program to find out the rules you need to know.

The tax code is full of opportunities for confusion and frustration. Not only do you have to pay, but you could be penalized. We will discuss ways to stay in the game and optimize your financial...

Jul 28, 2021

How will a retirement practice year help you? Join Consider This Program for thoughts and strategies.

Not everyone gets the chance to prepare for retirement, but there are things to consider if you do. The retirement budget, fixed vs. social expenditures, replacing standard of living rather than income are all part of...

Jul 27, 2021

How do you build a financial team? Listen to Consider This Program and find out how.

There is no "I" in team. For the best results, everyone has to work together. How does your CPA and investment advisor work together to create optimal tax strategies? What is your communication process? What should it be?


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Jul 23, 2021

It is easy to take away the keys when the time comes, but what about the checkbook? We will break down the process on this segment of Consider This Program.

Having discussions with your aging parents can seem taboo. However, with an ever-changing estate and tax code, it is more important than ever to communicate. We...