Skip to content

804.777.9999 (call or text)  |      |   Client Login

Podcasts


Check out our feed below to listen to our bi-weekly podcasts.

Click to subscribe to our podcast below.

Common Beneficiary Mistakes

Many people think that because they have a handful of legal documents in place, their legacy plan is complete. However, there are some small, commonly missed details that you’ll want to be aware of to make sure that your money is being passed down in exactly the way you intend.

2019 Retirement Checklist – Part 2

For Part 2 of this series, we’ll cover four more items that you should be making sure to discuss with your financial advisor to kick off the new year right and on track to reach your retirement goals.

2019 Retirement Checklist, Part 1

As we start this brand new year, let’s make sure that you’re on track for a successful and stress-free retirement. Isaac will give you the rundown on the most important things to focus on in your retirement planning checklist on this first episode of two-part series.

Types of Risk

You may have heard of a few types of financial risk, but how well are you taking them into account? On this episode, Isaac discusses five different types of risk that you should be aware of and how best to incorporate those unknowns into your retirement plan.

Keeping a Good Attitude – Part 1

Learn how to keep a healthy mindset in retirement in this first edition of Keeping a Good Attitude.

The Downfalls of Doing it Yourself

We know, it’s tempting to just plan out your finances by yourself. After all, it’s your life that’s being planned, right? However, DIY planning can often lead to DIY disasters. It’s likely you will need an experienced professional to guide you through a successful retirement, and to avoid some common mistakes that people make when planning on their own.

Understanding Your Statements

What do people need to know about  things that they might see on their various account statements?  Isaac discusses some items that may not be clear to you.

Football and Retirement Planning

At this time of year, you can find football on TV almost every night of the week. Isaac takes some concepts from the game of football and applies them to our retirement planning.

401(k) Mistakes

Isaac discusses some of the common mistakes people make with their 401(k)s.

Retirement Uncertainties

You want to plan ahead for financial security in retirement, but there are so many elements that are difficult – perhaps even impossible – to predict. Isaac talks about four of these topics and how you can make the best decisions despite the uncertainty.

Call Now Button