Episode 300 – Anyone who has ever tried to call a large bank or medical practice knows one simple truth: It’s becoming increasingly difficult to talk to a real person. But that’s just what so many of us need. The case for interaction with a real people is especially important when it comes to life insurance.
Episode 299 – The Secure Act and Secure 2.0 were both designed to assist people when it comes to saving for retirement. But as with any new law, the rules can be confusing, and some of the provisions are still being phased in.
Episode 298 – No matter what was planned for, the plan must be regularly reviewed and updated to meet changing family, financial, economic, political and legal environments. Planning is a dynamic process that doesn’t end.
Episode 297 – Whether you’re hoping to achieve financial independence and retire early as part of the FIRE movement or later, Millennials and members of Gen Z and Gen X need to prepare for retirement now.
Episode 296 – The death of Tony Bennett in 2023 seems to have created a family rift that is now playing out in court. Could it have been prevented?
Episode 295 – Is it possible to save too much for retirement? Some have argued that the answer is yes, but with caveats.