by Becca Mack | Sep 3, 2020 | Podcast
The Setup: Today we celebrate the one-year anniversary of the show but bringing on the backbone of the operation, Kaitlin Schrock. What’s it like to work with your spouse? That’s the number one question Ben and Kaitlin get. On this week’s episode of Unlocking Your...
by Becca Mack | Aug 13, 2020 | Podcast
The Setup: It’s a somber topic that no one likes to think about, but it’s important to have a financial plan in place if your spouse dies. Our team can help you with those sensitive, difficult conversations so money is the least of your worries if your loved one...
by Becca Mack | Nov 14, 2019 | Podcast
The Setup: No one enjoys having to take part in difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s explore two of those awkward conversations every good financial advisor should be bringing up with you. In part one of...