Retirement Plans

Ep 065: Mid-Year Financial Plan Review

The power of a mid-year review of your financial plan:
- Tips to staying on track in an emergency
- What retirement plans does your employer offer, and are you contributing enough?
- The power of automation: Pay yourself first
- Tools and Techniques for business owners
- Insurance: Tips to recognizing questions you need to ask your agent

Ep 021: Diversifying Your Sources of Income

Protect your pension and keep your hands on the wheel!

Diversifying your sources of income and preparing for retirement

- New pension rules and savvy tips for retirement plans
- How to maintain a diversified portfolio
- The key differences in employer retirement plans
- How to protect your retirement during a major life change

Ep 020: How the Proposed Healthcare Bill Will Affect You

Listen as our hosts discuss the following topics:
- How much should you contribute to your 401k?
- Strategies to consolidate multiple emloyee retirement plans
- How the new proposed healthcare bill will effect you
- Pre-existing conditions and the uninsured: Will you lose your health coverage?