Apr 29, 2019
Greg & Kristin share a shocking story of how they uncovered well over 5% in fees a woman was unknowingly paying inside an account with her old advisor, and how you can guard against those high fees and possible future tax bombshells within your own portfolio. Plus, and interesting discussion about how much likeability...
Apr 22, 2019
A quote from one of the most well-known baseball movies serves as a good reminder of things we think we know, but really don’t. As a result, Greg & Kristin clear up some financial planning myths, and weigh the pros and cons of letting a robo-advisor manage your money.
Apr 8, 2019
When you retire, are you afraid you’ll regret having missed out on some of the important things because you were too focused on work? Greg and Kristin will talk about how you can avoid that dilemma with balance. Plus, many of us are aggressive investors while we’re still working, but then decide to “play it...
Apr 1, 2019
For some, the word “budget” conjures up negative feelings. Greg & Kristin will tell a story that shows how a budget is often a positive and fun part of planning. You’ll also find out why Greg believes retirement isn’t an age, it’s an opportunity!