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?

Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it. Disaster and retirement are not two words you want to be associated with each other.

When looking for a financial advisor, beware of signs that they are more interested in giving you sales pitches than helping plan your financial future. We’ll share things to watch out for when selecting a professional to help with your money and tell you more about the planning process we utilize with clients.

Creating a customized retirement plan for any individual can mean addressing some unique challenges. We’ll share some scenarios, discuss the challenges presented and share what solutions we recommend.

Let’s talk about some of the red flags that people can look out for when they’re shopping for a financial advisor. Have you ever met with one of these types?

Getting through retirement can be a lot like running a marathon. We’ll share some of the similarities on this episode so you can make sure you training is on track.

Some people don’t care about leaving a financial legacy to their family, but for those who do, it’s important to eliminate some of the common estate planning mistakes. We’ll explain what they are.

The final decade of your working life is crucial to your success in retirement. We’ll explain why you need to know your numbers and how flexibility is key to winning with money.