Simplify Your Retirement

Recent Episodes

S1: Episode 12 – How to Choose the Right Financial Advisor for You

Posted December 28, 2020 • 00:31:23

Choosing the right financial advisor for you and your needs is key to developing your most effective plan. But how do you know who the right advisor...

S1: Episode 11 – Protecting Your Retirement Plan

Posted December 21, 2020 • 00:30:49

In typical retirement planning, your plan is designed to work for you until you either become incapacitated, or you pass away. But there are a few things...

S1: Episode 10 – The Bucket Approach to Financial Planning – Part 3

Posted December 14, 2020 • 00:29:46

Once you have your specified amount set aside for emergencies and your income planned for retirement, what do you do with the rest of your money? In...

S1: Episode 9 – The Bucket Approach to Financial Planning – Part 2

Posted December 7, 2020 • 00:31:49

Planning for retirement requires knowledge of what you will need, and when you’ll need it. Do you really know how much your retirement will cost?...

S1: Episode 8 – The Bucket Approach to Financial Planning – Part 1

Posted November 30, 2020 • 00:26:28

One of the most common pieces of financial advice is that it’s important to diversify your portfolio. But did you know that there is a specific way...