Common gaps can derail even the best-laid retirement plans—no matter how much you've saved, how well you've managed your finances, or how prepared you feel. This week, I explain how missing one…
Today I'm sharing more about the common mistakes and pitfalls that can derail a well-planned retirement, pulled entirely from my own extensive experience. I have over 16 years of experience helping…
Retirement is the beginning of a new story, and the decisions you make leading up to your last working day can significantly impact your financial well-being and peace of mind. On the show this week,…
In this episode, I take you through the three most common mistakes people make in retirement—and how you can avoid them to set yourself up for long-term success. From overspending in the early days of…
What happens if Trump gets reelected? What happens if Biden gets elected? How will your investments and retirement be impacted? We are living in an interesting time in history. The Coronavirus…
What do you do if you inherit your Mom's IRA? What if it's a Roth IRA? How does it have to be distributed? What's the best way to handle the resources? In this episode of Retirement Made Easy, I'll…
What is the mistake that 60% of American adults are making? According to a 2019 study by Caring.com, nearly 60% of American adults don't have a will in place. You may be thinking, "Why is that such a…
Are there good reasons to NOT work with a financial advisor? Have people had poor experiences? Is it a complete lack of trust? People have shared their reasoning with me when I find out they've chosen…
There have been numerous changes to the Social Security program since it was created in 1935. Just think: in 1937, life expectancy was age 63—but you had to be 65 to collect Social Security benefits.…
What should you ask a potential financial advisor? How do you make sure you hire the right person? How do you find a financial advisor that actually cares? In this episode of Retirement Made Easy, I…
