Tag: Rental Properties

Episode 112: 3 Listener Questions About Investing, 401k, and Retirement

You never know what kind of questions or scenarios you’ll come across when working with clients. But that’s what makes planning exciting. Today we’ll pull three great questions that we’ve heard recently involving 401k rollovers, investing rental property proceeds, and the challenge of spending in retirement. We’ll go in-depth on each answer to show you how we approach each situation.

Episode #73: More Than Just Investments

Your retirement plan should consist of more than a collection of investments. Discover the different planning elements that make for a sound retirement.