Category: Lifestyle

Episode 188: Paying Off Debt and Relocating

We met with a new client recently and looked at a snapshot of their financial situation. One of the things we noticed was their outstanding debt, including credit cards and car loans. The client wanted to take about $40,000 t0 $50,000 out of their 401k and take a financial hit in order to pay down that debt. Is that a good idea? We’ll share what advice we gave them and how you can handle a similar situation.

Episode #90: Relocating In Retirement

Many couples look to relocate or downsize in retirement. Relocating can be beneficial, but it presents questions you’ll need to answer before you move.

Episode #86: Attitude Of Gratitude

This time of year, we tend to discuss the attitude of gratitude. In the spirit of the season, we want to take time to be thankful.

Episode #75: Early Retirement Complications

Retiring early is a tempting goal, but it’s not without complications. Matt offers insight into overcoming the challenges presented by an early retirement.