Podcast

Ep 11: Annuities – What You Really Need to Know

There’s a lot of confusion out there about annuities, probably because there are different types of annuities that do different things. So we’ll give you each of these types of annuities, you explain how they work and how they might be used in someone’s financial plan…

2020-06-29T16:09:16+00:00June 29th, 2020|Podcast|

Ep 10: Busting the Biggest Social Security Myths

Social Security isn’t a topic that clients are well-versed in when we first meet them, but it’s a critical component to the income planning portion of your retirement. Many factors weigh into the claiming strategy and we want to clear up many of the common misbeliefs that are out there.

2020-06-29T16:09:10+00:00June 29th, 2020|Podcast|

Ep 7: How to Find the Right Financial Advisor

The relationship with a financial advisor is one that you need to feel comfortable with and have trust in. How do you find the right person? A lot of people can do a good job for you but we’ll explain the qualities and characteristics you absolutely need from an advisor.

2020-06-29T16:08:49+00:00June 29th, 2020|Podcast|

Ep 5: The Five Pillars – Health Care Planning

Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the fourth pillar in our process: healthcare planning.

2020-06-29T17:15:36+00:00June 29th, 2020|Podcast|

Ep 4: The Five Pillars – Tax Planning

Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. This episode is all about taxes and how we work with clients to reduce their tax liabilities in retirement.

2020-06-29T17:15:32+00:00June 27th, 2020|Podcast|

Ep 3: The Five Pillars – Investment Planning

Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the second pillar in our process: investment planning. What can you do with the remaining assets after your income plan is in place?

2020-06-29T17:15:28+00:00June 27th, 2020|Podcast|