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Rick and Lori may have a $4.5 million net worth, but fear and financial trauma linger as they enter retirement. In this powerful episode, they open up about past struggles with debt, the heartbreaking loss of a child, and how financial planning helped them reclaim peace and purpose. Join us as we walk them through a plan to not only retire with confidence – but to finally enjoy the life they’ve built.
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How Much Should You Save?
How much of your income can you replace in retirement? You can replace different portions of your income in retirement…
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When Should I Claim Social Security?
Social Security can have big impacts on your retirement. But knowing when to draw Social Security can depend on a…
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Tax Guide 2025
Updated for 2025! Ever wonder what the highly trained professionals use to tax plan? Wonder no more! We’ve assembled the…
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The 5 Best Tools To Cover Life’s Greatest Financial Risks
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It's like finding some change in the couch cushions.
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