Financial Game Plan

The Financial Puzzle

Retirement planning is like a crossword puzzle. Find out how one wrong "answer" will affect the rest of your retirement plan. Later on, life happens. Learn how different events should factor into your portfolio.

00:0000:00

Staying On Course

Getting lost is never fun. This week, make sure you don't get lost in your financial planning. We'll also confidently proclaim financial truth and discover the different stages of retirement.

00:0000:00

The Desire To Retire

Explore your inner desire to retire, set firm financial goals, and discover how to complete a roth conversion along the way.

00:0000:00

What’s In Your Financial Junk Drawer?

Learn how to organize and utilize your financial junk drawer. Examine the pain points in your portfolio, and fight through the awkwardness when it comes to conversations about money

00:0000:00

The Retirement Farm

We'll teach you the lies you learn in broker school, take a trip to the retirement farm, and examine how emotions affect the decision-making process.

00:0000:00

All About The Benjamins

Everyone likes a healthy bank account. Learn the value of keeping a little cash on hand. Guard yourself against financial media and start preparing your end of the year checklist.

00:0000:00

Are You Ready For Retirement?

We give you some questions to consider to see if you are ready for retirement. Later, we'll discuss the importance of RMDs and what it looks like to change financial advisors.

00:0000:00

Silver Linings

Let's look for the silver lining in your finances. We'll also clear up the confusion surrounding Social Security. Finally, learn what traits you should look for in a financial advisor.

00:0000:00

Financial Security

Find out what "financial security" could mean to you. Learn why your 401(k) isn't perfect. Finally, hear the stories of clients who have experienced disaster in their portfolio.

00:0000:00

Retirement Variables And Constants

Learn about the variables and constants that will affect your retirement. Make sure you're living your retirement without regrets.

00:0000:00