Recent Episodes
On your road to retirement have you stayed too focused on just socking money away without considering blind spots that could sabotage your overall financial plan? From unexpected out-of-pocket expenses to untimely market downturns, you can lower the impact of these events by planning for them. Financial professionals Joe Anderson and Alan Clopine highlight the...
2022
Have the years raced by without saving for retirement being a priority? You are in good company. Financial professionals Joe Anderson and Alan Clopine give you tips to fast track your retirement after 40. Planning for your retirement takes a different approach when you haven’t focused on it until the time horizon for retirement isn’t...
2021
Does your portfolio fit the financial goals you have for retirement? When you look at your portfolio does it match the goals and the risk levels you are willing to take at this point in your life, or does it look like someone much younger or even older? Just tucking money away in a retirement...
2021
More Episodes
When you first learn about investing you are told to diversity – to spread out your risk. But if you invested in bonds, certificates of deposit, or put your money in a savings accounts lately you could be losing money. Now and for recent history, the return has been near zero versus 5% historically. So […]
Learn how to power-up the compound effect and see your savings for retirement grow exponentially. You can reap big rewards from a series of small consistent choices you make about saving money. Financial planning professionals Joe Anderson and Alan Clopine walk you through the benefits of the compound effect and how to make it work […]
Helping your adult children afford a college education is likely one of the biggest investments you’ll undertake. Too often families fail to put together a financial plan for college, so they are tempted to dip into their retirement funds and jeopardize their own financial security. The result: parents are taking on more debt than ever […]
Have you spent years saving for retirement, but don’t know if just socking money away is enough to maintain your lifestyle once you retire? There are some must-do’s that go beyond funding your 401(k). Financial professionals Joe Anderson and Alan Clopine discuss tax-smart moves, withdrawal strategies, and asset allocation strategies that can boost your retirement […]
Are you dreaming about the day you will be able to leave your job behind but aren’t sure if or even when you will be able to afford to quit your day job? There are some financial planning must-do’s you should do before you retire to make sure your finances are in order. Financial professionals […]
Do you use rules of thumb to make decisions about how you will handle your money and save for the future? If so, do you know which ones you should ignore and which ones you should explore? Rules of thumb can be a quick and easy way to have a starting point for looking at […]
Looking forward to retiring, but not sure how close you are to achieving financial freedom? Retiring too early can leave you financially strapped or even feeling unfulfilled. Retiring without a plan in place for how you will withdraw the money you have saved or a plan to help you minimize your tax exposure, can dramatically […]
What if you could get a 32% boost in your Social Security benefits? You have the power to maximize the amount of your monthly Social Security check in retirement. The choices you make regarding your Social Security could be the difference in the lifestyle you are able to live during your golden years. Do you […]
When you think of retiring, what age pops into your head? 55? 65? 70? For many, visions of getting a gold watch and riding off into the sunset are no longer the reality of what retirement looks like. Not only is this vision of retirement a thing of the past, so is the target age […]
Stimulus checks, CRD’s, and changes in RMD’s – if there is ever a year that you could make mistakes on your taxes, this is it. Last tax year, 747 billion dollars worth of tax deductions were claimed, but many more were missed. Financial professionals Joe Anderson and Alan Clopine want to help you avoid costly […]
Are you protecting your life legacy and keeping the money in your family? You’ve spent your adulthood building your nest egg and accumulating homes, cars, jewelry, and other things that you value. What happens to those assets if you pass away? Without an estate plan, you are leaving all that you have accumulated vulnerable to […]
Nothing like a world-wide pandemic to get you ready for a Financial Fresh Start in the new calendar year. While 2020, certainly came with challenges, it also highlighted how important having a plan in place is for your sense of security now and into the future. Financial professionals Joe Anderson and Alan Clopine provide the […]
