Gratitude and Thanksgiving This is an episode on how these two are keys to enjoying our best life, including our best economic life! Thanksgiving is finding peace in the chaos. Our Coaches challenge our mindset, how we might thrive and be the blessing! 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 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.

In this episode with our coaches we discuss the importance of understanding that opportunities to have tax free assets come with opportunities to BLOW IT UP. Knowing the rules, and having a plan is imperative.

Often times the ROTH is the most identified tax-free Asset in retirement, but what about the HSA (Health Savings Account)-The Triple Tax-Free Play! Like with all plays, we need to know the rules. Join today’s Coaches as they bring these Tax-Advantaged Powerhouses to the forefront.

How much you get is not as important as how much you get to keep when it comes to inheritance. This episode your coaches share the plays that can help you get more bang for your Inherited IRA buck.

This episode discusses the roads paved with good intentions.  The importance of implementation, maintenance and reviewing of your estate planning documents can't be overstated.

Your legacy plan might need to be reviewed! What are the new rules in regards to inherited IRAs, and what could it mean to the people you care about? Unless “Uncle Sam” really is your favorite uncle!

Stuck in a rut? Recalibrating your goals? The lessons learned and discussed in this episode could greatly influence your thinking in regards to your personal, professional and retirement life. Join us as our coaches dive into Dan Sullivan and Dr. Benjamin Hardy’s powerful book, “The Gap and The Gain”.

You might not be as debt-free as you think you are. Most middle Americans are facing a growing debt unlike anything they’ve ever seen. It’s one they didn’t expect to have, and yet it seems to be increasing all the time. As a matter of fact as your money grows so does this debt. What are we talking about? Retirement accounts and taxation!

We get it, Insurance can be a complicated and nuanced subject. Solutions can be as unique as the individual investigating their needs. Whether your purpose is coverage or investment… Luck Is Not A Plan when it comes to insurance.

Tax laws are complicated and ever changing. We hate to tell you, but if your approach is to blindly hope for the best, bury your head in the sand or ignore them… Luck is NOT a plan!

Join in the conversation with your coaches, Randy & Nic, as they discuss "The Big Game". For many Super Bowl weekend means gatherings with great food and friends. Our coaches muse on what it takes to get to that moment, and what we can learn from that. 

Join in the conversation with your coaches, Randy & Nic, as they discuss Tax Bombs that can occur with your retirement accounts. You'll hear about a made man, the tax man & a good plan gone bad.