Episodes

  • Are You Financially Literate

    Are You Financially Literate
    May 13 2018
    What you don't know about your finances could be costing you a lot of money and may cost you your retirement. Listen in as we discuss the problem and the solutions to help get you on track.
    Show more Show less
    Less than 1 minute
  • Planning Your Legacy

    Planning Your Legacy
    May 20 2018
    Legacy planning is a must, but what is it and how do you get started? On todays show Rob and Lori give you the information you need to get started with your own financial legacy plan and talk about just how important this is for everyone.
    Show more Show less
    Less than 1 minute
  • Preparing your Retirement Garden

    Preparing your Retirement Garden
    May 27 2018
    Getting your finances in order and coming up with a plan for retirement can be a lot like gardening. Find out how in this episode!
    Show more Show less
    Less than 1 minute
  • Prepare for Your Greatest Game

    Prepare for Your Greatest Game
    Jun 10 2018
    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
    Show more Show less
    Less than 1 minute
  • Schedule Your Retirement Check-Up

    Schedule Your Retirement Check-Up
    Jun 17 2018
    Do you ever feel like you need a guide to help navigate your retirement? Retirement can be scary, but it doesn't have to be! Listen in to learn more about creating a RELIABLE and LONG-TERM retirement and download your COMPLIMENTARY Retirement Income Toolkit.
    Show more Show less
    Less than 1 minute
  • Finding your Financial Sherpa

    Finding your Financial Sherpa
    Jun 24 2018
    What does a Sherpa and mountain climbing have to do with your finances? Listen in and find out!
    Show more Show less
    Less than 1 minute
  • Living to Age 100 and Beyond!

    Living to Age 100 and Beyond!
    Jul 1 2018
    Living longer is becoming more and more common. That creates a need for a change in the way you plan for retirement. Listen in as we discuss strategies to deal with this.
    Show more Show less
    Less than 1 minute
  • Prepare to Board the Flight

    Prepare to Board the Flight
    Jul 8 2018
    You need to be prepared to make it through security and make your flight on time these days. You also need to make sure you're prepared for all of the financial changes you will have to face. In this show we discuss those changes and strategies to help you deal with them.
    Show more Show less
    Less than 1 minute