Wednesday, May 31, 2023

We’ll explore important questions about Social Security that most Americans get wrong! You can test your knowledge as we go, as we play our version of “Social Security Trivia”!Here Are Just a Handful of the Things...

Monday, May 22, 2023

As the country’s debt swells to higher peaks with no end in sight, the handwriting is on the wall – Somehow, some way that bill will come due. If you haven’t planned for higher taxes in your financial and retirement...

Wednesday, May 17, 2023

You’ve saved well, mapped out your retirement goals, clocked out for the last time, and now you’re settled into your retirement! But what happens if life throws you a curve ball and you suddenly become a primary caregiver?...

Tuesday, May 9, 2023

Robo-Advisors have been gaining popularity as many savers like the fact that they are inexpensive and efficient, but are you losing out in other areas that could cost you a whole lot more? BHC Financial Advisor Zach Roberts joins us...

Monday, May 8, 2023

With everything that’s happened in the world over the last few years, the most surprising and least expected is what’s now known as the “Great Resignation.” Younger and older alike, quit their jobs...

Show All

Tuesday, May 2, 2023

Sharing your planning and saving focus with your family will potentially strengthen the financial lives of your children and their children. It's a priceless gift! Joel Cavaliere, CFP® experienced this gift growing up...

Thursday, April 20, 2023

Tax planning for your retirement future isn’t a luxury – It’s a necessity. Whether you’re retired or not, the type of investments and accounts you use, or actions you take, can end up creating some unexpected...

Wednesday, April 19, 2023

Roth IRA’s and Roth 401(k)’s are built on a similar foundation, but have a few key differences that’s important to know. Both accounts help create future tax-free income for your retirement, so should you have one or the other?

Thursday, April 6, 2023

When creating your retirement plan, are you approaching it like a space engineer designing a rocket? Or are you swinging wildly from strategy to strategy unsure what to do next? What you do, and how you do it, matters! 

Thursday, March 30, 2023

Do you really need to work with a financial advisor when it comes to planning for your retirement? How do you know who’s right for you, and what questions should you consider when you look for an advisor?

Thursday, March 23, 2023

Retirement planning might not be as cut and dry as A, B, C, but could it be as easy as 1, 2, 3… 4? We’ll cover 4 steps that are often misunderstood that can help you put together a more secure, confident retirement. Blue...

Wednesday, March 15, 2023

It’s quite common for working couples to plan to retire at the same time, but that’s not always what happens. If one spouse is offered an early out, can you afford to take it, and how will that potentially impact your...

Wednesday, March 8, 2023

Without a written retirement plan, it’s just a wish list. Knowing how to invest and which accounts to draw from first are important items in a retirement plan.

Wednesday, March 1, 2023

If you’re one of the fortunate few who have a pension available to you, and if you have the choice of taking lifetime payments or taking a lump sum payout, there are some incredibly important questions to consider before you decide!

Wednesday, February 22, 2023

As Benjamin Franklin so wisely stated: “If you fail to plan, you are planning to fail.” Well, when it comes to your future and taxes, that saying may be even truer than you think!

Wednesday, February 15, 2023

You might think you work well under pressure, but just-in-time estate planning is the last thing you’ll want to do. It’s critically important for both when you are alive and when you pass, so you want to get it right!

Tuesday, February 7, 2023

How do you balance growth with protection in your retirement portfolio? Too much in growth can be risky, yet too much in protection may not last long enough! Can you design a retirement plan that allows you to do both?

Tuesday, January 31, 2023

Wondering if or when you can retire? We hear this concern often. Listen to the story of “Nervous Bill”, who saved well, yet feels completely unprepared for retirement. If retiring worries you, listen now!

Monday, January 23, 2023

You've worked your entire career building up the nest egg, but when it comes time to crack it, are you ready? We’ll discuss how you can turn that hard-earned nest egg into a retirement souffle and not a sloppy mess!

Tuesday, December 13, 2022

Retirement is essentially 20 to 30 years of Planned Unemployment. Making the right choices during the final third of your life is absolutely critical! We’ll cover 7 retirement threats and mistakes to avoid, some of which could be costly!

Tuesday, December 6, 2022

The “money stuff” is an important piece but choosing how you spend your time is just as important. Whether you are already retired or planning to be, don’t miss the secrets we’ve learned over the years so you can enjoy a happy retirement!