Summer Delays Getting to Our Office
Over the course of the summer, you may experience delays in getting to our office.
Ep 219: People That Cry Wolf in the Financial World
There are plenty of people in the financial world that are guilty of crying wolf. No matter what is happening, they always preach the same message, which means we have to learn to tune them out.
Ep 218: Dissecting Financial Lies You Might Hear
There are some financial advisors who are just flat-out liars, but that’s actually pretty rare.
Ep 217: Creating Predictable Income in Retirement
Creating a steady income stream in retirement is a goal everyone has because it allows for a steady and reliable life, but how do you achieve that within your financial plan?
Ep 216: Cleaning Out Your Financial Closet
For some people, now is the time for spring cleaning, which often means diving into a cluttered closet and getting it cleaned out and organized.
Ep 215: Traditional vs Roth – What You Need to Know
Many Americans will use the IRA to save for retirement and build a nest egg that will help fund the next chapter of life.
Ep 214: Why the Customer Isn’t Always Right in Financial Planning
In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice?
Ep 213: What’s the Difference?
In this episode of Retirease Radio, we’re going to play a little game of ‘What’s the Difference’ and highlight some of the terms that a lot of people get confused about. Maybe they don’t understand the difference between the two or maybe they don’t realize that there’s a difference at all.
Ep 212: This One’s On The House… Factoring Your House Into Your Financial Plan
On this episode of Retirease Radio, Victor Medina explores some of the most common questions people have when it comes to homeownership in retirement.
Ep 211: Repurposing Your Old Financial Accounts
On this episode of Retirease Radio, let’s talk about some of the accounts that people tend to ignore for too long. Victor will lay out some planning opportunities that are worth considering because you could be earning more in some cases or saving more in others.