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#22 – What happens if my spouse dies?

Obviously, no one wants to even think about the thought of going on with life without their better half.  The fear and avoidance lead many people to just ignore it.  Due to ignoring it, they end up never actually planning for it.  The spouse alive and potential kids are the most immediate ones that are [...]

By |2020-06-23T20:10:32-05:00June 18th, 2020|Podcast|0 Comments

#21 – Should you refinance your mortgage?

When the majority of homeowners refinance they don’t look at the whole picture. This episode will help you decide if refinancing is right for you and what process you can take to reach that decision.  Ultimately, its about making the right decision for you and your family given your particular situation so your money can [...]

By |2020-06-23T20:08:41-05:00June 11th, 2020|Podcast|0 Comments

#20 – How to access retirement money prior to 59.5

 In this weeks episode we will discuss: Strategies to access money from retirement accounts prior to age 59.5 penalty free Why someone may consider using these strategies The pros and cons of the strategies and the steps to achieving this Call to Action: Start thinking and planning about:  What strategy sounds the best to [...]

By |2020-06-09T20:45:20-05:00June 4th, 2020|Podcast|0 Comments