Today we're sharing some qualities of money that you need to know as you plan for retirement. For example, do you know what three qualities of money should be represented in nearly every investment plan?

Socrates said the unexamined life is not worth living. When it comes to financial planning, it’s important to examine yourself by pondering some of these important questions. Today we’ll get to the heart of the issues.

No matter what generation you’re from, people of all ages have financial struggles – some more than others. On today’s show, we’ll dive into three generations – Millennials, Generation X, and Baby Boomers to look at the different ways they handle money and what challenges they often face.

Not everyone needs a financial advisor right away, but some people desperately do. Unfortunately, people can have a hard time understanding which category they fall into. We’ve met with many different clients over the years. During those discussions, we’ve been able to tell who urgently needs our help, who simply needs a little guidance, and who thinks they have it all figured out. Listen to today’s show and find out what financial help you might need at different life stages, as Mark shares some first-hand insights on the benefits of financial planning.

In the complex world of financial planning, there are countless pitfalls one could fall into as you approach retirement. In this episode, we’ll share some common mistakes we see people make all the time. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. We'll delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.

Is there really such a thing as having predictable, guaranteed income in retirement? Maybe the question is really “guaranteed by whom?” In this episode, we’ll discuss some of the retirement income sources that people might view as predictable but really aren’t certain.

Today’s topic may be a difficult one to consider, but it is a very important one at the same time. If you were to lose your spouse, what steps should you take to manage your finances? In today’s episode, we are going to share some real-life examples and cover the most common questions and challenges we’ve seen clients face after losing a loved one.

On today’s show, we’ll share some examples of generosity and how that can work with your overall financial plan. If giving is a priority to you, we want to help you craft a plan that gives you the most flexibility to allow that to happen.

Today we’re chatting about the characteristics of financial advisors. Everyone has different personalities, but what should you look for in an advisor? How much should likeability and listening skills play into the person you choose?