Ep 89: How Your Legacy Plan Fits into Your Overall Retirement Plan – Part 1
The Setup: Most people are likely to pass at least some money on to their family, children, or charity through an inheritance. On today’s episode, we’ll explore the role legacy planning plays in your overall retirement plan and some of the most common routes people...Ep 39: Potential Hidden Gems in Your Financial Portfolio
The Setup: If you’re like most people, you probably have some financial accounts that you haven’t paid much attention to recently. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better...Ep 23: Mailbag Time! Life Insurance, Company Stock, & Retiring Early
The Setup: It’s another mailbag edition of the show and we’re covering five different topics that you’ve been asking about. From company stock to old life insurance policies to hitting seven figures in your portfolio, it’s a wide range of retirement conversations but...Ep 18: Retirement Checklist, Pensions, & More Mailbag Questions
The Setup: Before we start up a new financial series, Ben’s going to open up the mailbag and answer a few questions from listeners that address retirement checklists, military pension benefits, and consolidating all of those retirement accounts you own. [spp-player...
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