by Becca Mack | Jul 16, 2020 | Podcast
The Setup: Have you ever plugged your financial info to a website and gotten a retirement projection? As technology improves, how much can you trust these bots? Ben tried it for himself and got surprising results. We’ll share those plus talk about how useful these...
by Becca Mack | Jul 2, 2020 | Podcast
The Setup: The turbulence of 2020 might have you questioning just how close you are to retirement. That’s a common feeling for many people but today we’ll share a story about a client that came in without much confidence in retiring and left with the plan to quit...
by Becca Mack | Nov 21, 2019 | Podcast
The Setup: No one enjoys having to take part in those difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s finish up our two-part series with three additional topics that you might not enjoy discussing but your financial...