How Money Talk Can Transform Your Marriage and Retirement
5 steps to improve your money talks in marriage to set up a better retirement and financial plan with your spouse.
Avoid These Tax Preparation Mistakes with Randy Crabtree
Is your tax person overworked and underpaid? Tune in to learn about the accounting industry and how you can avoid these tax preparation mistakes.
How to Live a Longer and Richer Life With Tom Hine
What if you could live a longer, richer life? Tune in to learn about his balanced wealth approach to live a longer and richer life.
20 Years As A Financial Advisor
The last two decades have flown by and we can’t imagine how quickly the next 20 years will go. Tune in to learn about the 20 years Jeremy Keil has worked in financial services.
What Is Special Needs Planning? With Hannah Magrum, ChSNC®
Special needs planning is financial planning for individuals with disabilities and health concerns who have to navigate very complex systems, but not many people understand it well. Tune in to learn about what special needs planning is.
How To Overcome Financial Fear And Perfectionism To Live A Life Of Financial Wellness With Brooke Napiwocki
Financial wellness can seem elusive, with many hurdles to overcome, but today we’re tackling two major obstacles that often stand in the way of women's financial success: fear and perfectionism. Tune in to learn about financial wellness for women.
How to Talk with Your Spouse About Money With Sarah and Art Rainer
Finances often cause a lot of friction in relationships. Tune in to learn about how couples can decide on their overall financial goal by thinking about their short-term and long-term goals.
Managing Bonds With Gabe Diederich
Even though we’ve seen a huge amount of volatility in the prices of bonds, they can still be a consistent source of income. Tune in to learn about bonds, their benefits compared to stocks, and the different types of bonds to look forward to in 2023.
Is it better to get the lump sum or annuity for lottery winnings?
Learn more about the choice between your lump sum cash payment or annuity from the lottery. Check out these resources…
Learn more about retirement, investment and tax planning through our blog updates, as well as our Retirement Revealed podcast, hosted by Jeremy Keil, and published every two weeks. Proud to be named a Top 100 Retirement Blog and a Top 25 Retirement Podcast to follow in 2021 by Feedspot!