Dec 20, 2021
Ever heard of a RIF? Don’t worry if not! I’ll explain what it means for you & your retirement in my latest podcast episode. Listen here.
Dec 13, 2021
Do you know how your financial planner gets paid? Because it matters - it may affect the quality of your service and bottom line. Learn why you need to know how they make their money here.
Dec 6, 2021
It’s almost a new year, so it’s time to get your end-of-year financials in order. In this podcast I’m going over how to close out 2021 & set up for 2022 success.
Nov 29, 2021
The end of the year is quickly approaching! Have you prepared for your last meeting with your financial advisor? Take a listen for my tips and tricks to get ready.
Nov 22, 2021