Confused by all the estate planning lingo you hear tossed around? Estate planning comes with a language all its own, and many of the terms sound similar enough to create unnecessary confusion. In this…
The new Trump Accounts are officially here—and with the rules now finalized, parents and grandparents have much more clarity about how these accounts actually work. While the promise of a $1,000…
For decades, retirement planning has focused on one question: How much have you saved? But once retirement begins, a different question takes center stage. In this episode, Scott explains why two…
Retirement is supposed to feel exciting. No more alarms, deadlines, meetings, or work schedules. Yet many people find themselves feeling increasingly anxious as retirement approaches, even when the…
💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg For most of your working life, the retirement…
For decades, retirement planning revolves around one primary goal of saving enough money. But as retirement approaches, a different question becomes increasingly important: how much of that money will…
There’s some big retirement news out of Washington worth understanding. President Trump recently signed an executive order aimed at expanding access to retirement savings for the tens of millions of…
You spent decades learning how to save for retirement, but almost nobody teaches you how to actually spend from it. Today, Scott explains why retirement income planning is completely different from…
💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg Scott challenges the idea that financial…
You can have plenty of money on paper and still feel unsettled in retirement. After decades of saving and doing everything right, many people expect confidence to come automatically. Instead, they…
