by Becca Mack | Oct 22, 2020 | Podcast
The Setup: Is $8 million the new target for retirement? We found an article that points to that idea so we’ll share our thoughts about how this impacts planning on today’s podcast. https://mcdn.podbean.com/mf/web/ytfgyx/056_-_BEN_SCHROCK_-_8_MILLIONasqg3.mp3 Click the... by Becca Mack | Oct 15, 2020 | Podcast
The Setup: Financial decisions are a lot easier with the benefit of hindsight. Here are some common mistakes people have made this year and how hindsight could have helped them in 2020. https://mcdn.podbean.com/mf/web/kpwwy2/055_-_BEN_SCHROCK_-_HINDSIGHT_202073q4p.mp3... by Becca Mack | Oct 8, 2020 | Podcast
The Setup: Just like technologies change and become outdated, so do some retirement planning strategies. Let’s look at five financial strategies that have become obsolete. https://mcdn.podbean.com/mf/web/g3vr6c/054_-_BEN_SCHROCK_-_OBSOLETE_PLANNING_IDEAS9475e.mp3... by Becca Mack | Oct 1, 2020 | Podcast
The Setup: Clients often ask us about their house (or houses) and how they fit into retirement plans. From downsizing to rental properties to interest rates, let’s explore some of the top retirement questions as it relates to all things housing.... by Becca Mack | Sep 24, 2020 | Podcast
The Setup: How do I handle finances in a second marriage? Should I cash out my old life insurance policies? Is the Rule of 100 a good thing? Let’s dive into the mailbag and answer these and other questions....