The U-Haul In this episode we unpack stories and insights on what we really value, and freedom from the weight of “things.” We ask our listeners to consider: Are you living your life with intention, or are your things owning you and keeping you trapped? Tune in to reflect, rethink, and rediscover what’s essential. As our Coach today puts it: “You are not a tree, you can move" We hope you enjoy this episode. Your Retirement Coach is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

The Election is upon us. Many people are struggling with the FUD Factor-Fear, Uncertainty, and Doubt.

In this episode Your Coaches will discuss real market outcomes based on various election results throughout history to help enable our audience to have more confidence and feel empowered so they can have better conversations about their personal finances with their financial professionals.

Regardless of who wins this election, you should be empowered with a plan to win in your retirement!

In this episode our Coaches explore the idea of retiring now-from those things keeping you from your purpose, calling, gifts and passion-all while leading to a life that you love! Let’s look at redefining retirement and starting today.

We believe the middle class in America isn’t scared nearly enough in regards to taxation and potential future tax hikes!

Let’s talk about the things you should consider NOW to calm those tax fears!!

What is that 1 THING that would make the biggest impact on your life? That THING that would make the biggest difference for yourself, your family, and the organizations you care about?

Is your retirement plan filled with “Somedays” & “One Days”? In this episode we discuss the non-linear nature of retirement income, living legacy and the BIG REGRET! Knowledge of your personal finances and knowing what they’re capable of can set you free to “Take The Trip.”

As the world has it's eyes on Paris and this year's Olympic Games, we take a deeper look at what it takes to be a competitor at that level. We'll discuss the characteristics and behaviors, of these elite athletes and what we can learn from them to have a “gold medal retirement.”

Have you ever found yourself staring at the beneficiary designation portion of your paperwork feeling very unsure? If done incorrectly, Uncle Sam just might end up being your biggest beneficiary, and children can be accidentally disinherited. This episode breaks down some of our listeners' most common concerns and questions about beneficiary forms and where things go wrong.