Goal Setting

Ep 080: What Does Financial Freedom Look Like for You?

What does financial freedom look like for you?
- On your radar: How much do you need, and how to get there
- Reviewing insurance and healthcare needs, taxes, and spousal health
- Staying employable while you’re living independently
- The affect your decision will have on your housing
- Required minimum distribution rules, and when to retire
- Understanding the relationship between your habits and your future

Ep 079: Tackling Your Financial Laundry List

Tackling Your Financial Laundry List
- Does being wealthy mean you don’t need a financial advisor?
- Efficient planning tools to get the best result
- So! You’ve saved enough!...Now what?
- Healthcare costs: stretching your dollar to manage efficiently
- Social Security savvy
- Cash reserve vs. cash flow: Know the difference
- Key things you should do BEFORE you retire
- Your Home: How to use it to your advantage

Ep 002: How to Set Financial Goals

Listen as our hosts discuss the following topics:
- What are the necessary steps to prepare for retirement?
- The different tools and resources available for managing your health insurance
- How do you know if your financial advisor is acting as a true fiduciary?
- The 5-point process you can use to create your financial goals for 2017