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Dec 12, 2018

Welcome to Round 4 of our Q & A series! What in world is going on with the markets lately?! Today we are going to discuss this and put this information in perspective. Additionally, we’re going to discuss how to effectively stretch out a spousal IRA. This is our last episode of our 4 part Q & A series. Of course we...


Dec 6, 2018

Episode 11: Questions, questions & more questions!

Welcome to Round 3 of our Q & A series! Today we are going to talk about the loans from retirement accounts, and of course, social security!

 

(1:00) Disclaimer: Please do not take advice from me on this show. As a licensed Fiduciary I am only allowed to give advice to...