Financial Guidance That Brings Clarity

Thomas Talbott discusses the potential implications of naming your “Estate” as the beneficiary of your retirement account

Leanne Fee explores the concept of elderhood by sharing insights into preparing for a fulfilling retirement and reflecting on the opportunities that come with this stage of life.

Mark Brinser explores the emotional side of retirement and shares three helpful strategies for navigating this exciting yet complex phase of life.

Mark Brinser underscores the critical yet often overlooked importance of regularly reviewing your account beneficiaries, and the significant impact it has on ensuring your legacy aligns with your intentions.

John Simkins explores the important shift in retirement planning from accumulation to decumulation.

Zak Drescher explores key investments in your physical, mental, and financial health that can shape a vibrant and fulfilling life beyond traditional retirement years.

Navigating the complexities of Medicaid Spenddown, John Simkins shares his insights from a recent meeting with an elder law attorney.

Lee Shertzer shares several key aspects that can help you determine whether you’re financially ready to retire

John Simkins sits down with Conrad Kanagy to explore retirement and shares his expertise as a financial advisor on Conrad’s podcast: Growing OId at Mid-Life–Discovering Hope, Health, and Wholeness.

Tax Planning is important even after you finish working. John Simkins outlines helpful strategies to consider in retirement.