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Sep 30, 2019

This week, Rick covers three questions about retirement you should be able to answer by the time you turn 40.  Do you know the answers?


Sep 23, 2019

A recent survey said 1 in 3 people think $250,000 should be more than enough to fund a successful retirement plan.  Rick explains why that number isn't correct on this week's Financial Planning Podcast.


Sep 16, 2019

This week, Rick talks about the change in mindset and investment philosophy that retirees should consider as they transition from a growth and savings phase to a protection and distribution phase with their portfolio.