Feb 3, 2023
In this episode, we’ll discuss five of the most common financial fears that come up in our conversations with retirees and pre-retirees. When you have one of these fears, what can you do to address them? Donna will tell you what approach we take with clients and how proper planning can alleviate much of...
Jan 5, 2023
Today’s guest is Mark Davis. Mark is an estate lawyer with the law office, Connor Elder Law in Lafayette Hill. He has over 20 years of experience in the field of aging and disability services as a legal and public policy advocate.
In this episode, we will discuss important aspects of estate planning. Mark shares his...
Dec 15, 2022
Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.
On this episode, we’ll share:
- Discussing career difficulties with your...
Nov 22, 2022
You need to make smart decisions during major life events, and we are here to help guide you. Whether it's a job change or divorce, we recommend taking three months to work everything out.
Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play...
Nov 17, 2022
Getting through retirement can be a lot like running a marathon. From planning and preparation to a proper diet, a lot of these skills work in both worlds. With marathons, you don’t want to start to fast and tire yourself out before the finish.
The same can be said for spending your retirement money. Today we’ll...