1/04/22: If you think you've got a lot going on in your life, just give this call a listen and you might walk away feeling better about your situation.

1/03/22: When you feel like you're late to the game in terms of saving for retirement, what's the best way to make up for lost time?

1/02/22: When one is pursuing financial independence, how should the financial priorities be stacked?

1/01/22: When it comes to saving for retirement, which accounts exactly should I be using?

12/31/21: The bad news is somebody passed away, the silver lining is there's an inheritance coming your way. What should you do with it?

12/30/21: I'm pretty sure I'm in good shape, but turning 50 has left me wanting a second opinion.

12/30/21: With some medical expenses on the horizon, should we tap the HSA or try to cash flow it?

12/29/21: When it comes to claiming your Social Security benefits, there's usually a few different strategies to consider.

12/28/21: I'm being pitched a whole life insurance policy, do I need it?

12/28/21: At what point should we be concerned about saving too much money in our tax-deferred retirement plans?

12/27/21: Even though you think you're in good shape for retirement, it never hurts to get a second opinion. That's what we're here for!

We're sticking with the insurance theme this holiday weekend, this time talking about whole life policies.

Merry Christmas! What better way to celebrate than by talking about insurance policies :)

Sometimes for reasons out of your control, your retirement options can be limited at work. Are there any other good choices available?

I'm pretty sure we're in good shape for retirement, but how would we know if we're going off the rails?

Just because you're not making a ton of money doesn't mean you don't need a checkup. Just like with our physical health, we all need financial checkups.

The decision has already been made, and the paperwork filed, but now you're wondering if you retired too soon. 

It’s the million dollar question of whether or not you’ve saved enough to comfortably retire at the age of 61.

At what point do the fees in a retirement plan become too high to justify using?

With the clock ticking, should we try and do a Roth conversion before 2021 comes to a close?