by Becca Mack | Sep 17, 2020 | Podcast
The Setup: We all want to live a long life, but that can be risky financially. On this week’s episode of Unlocking Your Financial Future, Ben explains the risks and why it’s an awkward conversation to have with clients....
by Becca Mack | Sep 10, 2020 | Podcast
The Setup: You’ve heard advice about how to improve your finances and prepare for retirement, but what about mistakes? On this week’s episode of Unlocking Your Financial Future, Ben shares five ways you could be ruining your retirement....
by Becca Mack | Jul 9, 2020 | Podcast
The Setup: Being mentally ready to retire and financially ready are two completely different things. You might be prepared to call it a career but does your financial situation match your readiness? Let’s look at four milestones that might indicate you’re in a...
by Becca Mack | Jun 25, 2020 | Podcast
The Setup: It’s time to answer your questions once again on the podcast. Today we’ll cover, retirement projections, proper diversification, how much you’ll need for retirement, a surprise inheritance, and working while earning Social Security. [spp-player url...
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...