671 Winkler Dr. Wooster, Ohio 44691
Ep 38: Retiring ASAP With A Portfolio Analysis

Ep 38: Retiring ASAP With A Portfolio Analysis

This is part 2 to our Retire ASAP Quickguide series. Now that we have taken inventory of our assets, we need to analyze them and see if they are still a good fit for our retirement plan. Taylor and Brad talk about how they analyze portfolios in their office, advisor fees, and a few more critical questions you should be asking yourself regarding to your portfolio.

Ep 37: How Taking An Inventory Can Jumpstart Your Retirement

Ep 37: How Taking An Inventory Can Jumpstart Your Retirement

2020 is finally behind us and with a new year comes new goals. We are kicking off a 3 part series called the Retire ASAP Quick Guide that’s aimed to help you jumpstart your retirement. Today we focus on the importance of keeping an inventory of what you have. This is crucial when planning for retirement so you know where you are at currently and what steps you need to take in order to achieve your goals.

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 30: How To Be A Successful Investor

Ep 30: How To Be A Successful Investor

The media loves to spread the idea that it’s possible to get rich quickly by investing in a couple of companies. But the truth is that becoming a successful investor is a longer term process and very few people feel that instant gratification. Taylor and Brad discuss some of the ways the media tries to get you to invest emotionally and why having a professional guide you through the noise is imperative.