The Heart Of Your Money

The Effects of Long Term Inflation, Featuring Special Guest Matthew Prizzi

A hard to understand plan, made easy.

Is it smarter to pay off debt first, or save for your future?

JML's 3 don'ts and how to make sure your retirement is the most successful

The smartest financial way to start your 2024

End of Year Do's and Don't.

Making sure your RMD is checked off

Our Fall DO's and DON'TS

What an SDIC is and how we use it to benefit your financial future

5 Mistakes to Avoid in Retirement

How to be debt free 4 life

The THREE things you need to make sure of in retirement

How fast is the debt increasing & what does that mean for your future?

How we help our clients not sink in retirement from sequence of returns risk

When wanting to succeed, a plan must be in place

Do you think investment risk is important? Because we do.

Retire Simply

Bumpy Roads

Ep 23: When Guessing At Retirement’s Most Important Questions Goes Wrong

Ep 22: Retirement Potpourri: Fill In The Blank

Ep 21: How “The Great Resignation” Could Impact You Or A Loved One’s Retirement

Ep 20: Don’t Fumble Your Retirement In The Financial Red Zone

Ep 19: Paying Off The House

Ep 18: Long Term Care

Ep 17: Risk Tolerance

Ep 16: 401(k) Rollovers

Ep 15: Traditional Vs. Roth

Ep 14: Are You Ready To Retire?

Ep 13: Annuities - What You Really Need To Know

Ep 12: Busting Social Security Myths

Ep 11: Not Your Father's Retirement

Ep 10: Three Worlds Of Money

Ep 9: Uncommon Sense

Ep 8: Non-Correlated Income

Ep 7: How to Find Right Advisor

Ep 6: Legacy And Estate Planning

Ep 5: Health Care Planning

Ep 4: Tax Planning

Ep 3: Investment Planning

Ep 2: Income Planning

Ep 1: Getting To Know Joe & Mike