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Ep 47: Financial Lessons From Quarantine

Ep 47: Financial Lessons From Quarantine

As we see the world getting back to some form of normalcy, we are emerging with new habits we have gained over quarantine. Many families found themselves spending on just what they needed and not as much on what they wanted since everything was shut down. We want to look at some of the financial lessons that the lockdown and pandemic has taught us and why you may want to keep these habits up moving forward.

Ep 46: What Do I Do About Inflation?

Ep 46: What Do I Do About Inflation?

The topic of inflation has been getting a lot of attention from the mainstream media lately. People are worried that inflation is going to continue to rise and skyrocket. As with any piece of news media, it’s important that we take a step back and look at what’s actually going on to see if it should be a top concern.

Ep 45: Personal Finance Stepping Stones, Part 2

Ep 45: Personal Finance Stepping Stones, Part 2

This is the second and final episode of our personal finances stepping stones series. Last time, we discussed the importance of getting debt payed off and starting your emergency fund. Once you pay off your short-term debt, you have freed up some extra income to do with as you please. Taylor and Brad will discuss some smart financial strategies with this newfound, extra capital and the importance of keeping the big picture in perspective.

Ep 36: 4 Things To Set You Up For Financial Success In 2021

Ep 36: 4 Things To Set You Up For Financial Success In 2021

As the year winds down, it’s important to set ourselves up for success not only in personal growth, but also with our finances. 2020 has been a rollercoaster of a year with many events no one could have predicted, and having a financial plan helps protect your portfolio when these unforeseeable moments transpire. Taylor and Brad talk today on what you can do starting now to help set you up for a great 2021 no matter what may happen in the new year.

Ep 31: Designing An Income Plan To Last

Ep 31: Designing An Income Plan To Last

In order to retire comfortably and confidently, you need an income plan to carry you through retirement. Often times, people have a certain number they would like to reach before they can retire, but other considerations need to be included such as risk and your goals. Taylor and Brad talk about the variables that make up a great income plan that will help get you through retirement.

Ep 26: When Should I Take My Social Security?

Ep 26: When Should I Take My Social Security?

As the years have gone by, Social Security has become more complex and complicated. Knowing when it’s appropriate to start taking Social Security is a crucial part of any retirement plan. Taylor and Brad talk about many considerations that you need to work out with your advisor before you make that important decision.