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Check out the show notes related to specific episodes below…
The Three Rules of Investing

Is investing easy or difficult? Like most things in life, it isn’t either/or; it’s both/and. The rules of investing are simple to understand, and most are able to accept them. However, it’s a different thing…

Ep 22: Should I Pay Off My Mortgage Before I Retire?
Ep 22: Should I Pay Off My Mortgage Before I Retire?

This episode kicks off a new 3-part series on home ownership. One of the most common concerns that pre-retirees encounter is paying on a mortgage in retirement. Taylor and Brad will give us the pros and cons of this situation and will also talk about a recent client that had this same concern.

Ep 21: Can You Still Retire This Year?
Ep 21: Can You Still Retire This Year?

It’s no secret that the media has been sensationalizing the recent drops we have witnessed in the market and now many people are worried they will not be able to retire for another 5-10 years. Taylor and Brad will explain the different types of market recoveries and how they are helping their clients figure out if they can still retire this year.

Ep 20: The Best Strategy For Withdrawing Income From Your Portfolio
Ep 20: The Best Strategy For Withdrawing Income From Your Portfolio

There’s a lot of misleading information floating around about overly simplified strategies for withdrawing income in retirement. So what is the best method for withdrawing your income, and how much money is safe to withdraw in these volatile times? Taylor and Brad will help clear the air and get you back on track with your withdrawal strategy.

Ep 19: How To DESTROY Your Retirement
Ep 19: How To DESTROY Your Retirement

During these uncertain times with the coronavirus pandemic, it’s easy to panic and make rash, emotion-based decisions with your finances. So let’s talk about what to do, what not to do, and how to keep calm during this volatile market period.

Ep 18: Tax Planning, Part 3
Ep 18: Tax Planning, Part 3

Today’s episode is going to wrap up our conversation on tax planning. We look at the different types of tax preparers and what situations call for each type. In addition, we look at what differentiates a reactive versus a proactive tax planner.

Ep 17: Tax Planning, Part 2
Ep 17: Tax Planning, Part 2

This is our second installment of our tax planning series. On this episode we will focus on how to leave money to your beneficiaries in a tax efficient manner. We also discuss how recent news has affected the market in a negative manner and why a plan is important in order to sustain drops like this.

Ep 16: Tax Planning, Part 1
Ep 16: Tax Planning, Part 1

Tax season is officially upon us, so we are kick-starting a two part series on taxes. Today we discuss some misconceptions about that refund check many individuals may be receiving and we will also look at different investments and how taxes apply to them.

Ep 15: The Retire ASAP Process, Part 3
Ep 15: The Retire ASAP Process, Part 3

This is the final part of us breaking down our Retire ASAP Process. We focus on a fictional client couple and talk through how we would guide them through our process and how they can keep their plan flexible.

Ep 14: The Retire ASAP Process, Part 2
Ep 14: The Retire ASAP Process, Part 2

On today’s show, we discuss step 2 of the Retire ASAP Process. Now that we have evaluated what we want out of retirement, it is important to take inventory on what we already have in order to work towards our goals.

Ep 13: The Retire ASAP Process, Part 1
Ep 13: The Retire ASAP Process, Part 1

It is important to know what you want out of retirement and to be able to set some goals for yourself when you are in this phase of life. Brad Fike joins us on today’s show to discuss the first step of the retirement planning process when you work with Fike Advisors.

Ep 12: Goal Setting For The New Year
Ep 12: Goal Setting For The New Year

As the end of the year comes to a close, many people like to set goals for the upcoming year. Today’s show focuses on a few steps that might make achieving your goals for the new year a little easier.

Ep 11: RMDs
Ep 11: RMDs

Today’s show revolves around required minimum distributions. Taylor will break down what this term means, how it works, and possible problems people may run into when dealing with this facet of the financial world.

Ep 10: Attitude Of Gratitude
Ep 10: Attitude Of Gratitude

As we get into the holiday season, you may hear more people talking about the importance of gratitude. It is important to keep this same idea when it comes to your finances. Perspective matters when it comes to investing and Taylor will help explain how a change in attitude can positively affect your financial life. There is no doubt that life can take many unexpected turns. Getting laid off from your job, a family emergency, so many different scenarios can happen throughout the course of your life. Today’s episode focuses on the importance of making sure that your financial plan is flexible enough to accommodate for these unexpected life events.

Ep 9: When Life Ruins A Financial Plan
Ep 9: When Life Ruins A Financial Plan

There is no doubt that life can take many unexpected turns. Getting laid off from your job, a family emergency, so many different scenarios can happen throughout the course of your life. Today’s episode focuses on the importance of making sure that your financial plan is flexible enough to accommodate for these unexpected life events.

Ep 8: How To Handle Market Declines
Ep 8: How To Handle Market Declines

We are in an uncertain time period with all of the political tension and negative news coverage surrounding the markets. It is important to understand the reality of declines that happen when you are investing. Taylor will discuss historic trends surrounding market declines and give advice on how to stay calm when these declines arise.

Ep 7: How To Create A WINNING Budget
Ep 7: How To Create A WINNING Budget

Budgeting can seem to be such an important part of life. People usually need to budget for items such as houses, cars, and children. It can be overwhelming to think about being able to afford these costly expenses. Let’s break down a few budgeting techniques that might help you save for your next big purchase.

Ep #6: Portfolio Design – Measuring Risk
Ep #6: Portfolio Design – Measuring Risk

This episode is the third installment of the Portfolio Design series. Risk is a huge factor to consider when designing any portfolio, but how do you know if you’re taking on too much, or too little risk? Taylor explains a few factors to consider and some ways to even calculate the risk in your portfolio.

Ep #5: Portfolio Design – Why International?
Ep #5: Portfolio Design – Why International?

We continue our discussion last week on how to design a portfolio. This time we key in on international investing. There are a plethora of articles that explain why you should not invest in international companies. Do these articles have a point? Taylor will discuss what exactly comes with international investing and how it might affect your portfolio.

Ep #4: Portfolio Design – Benefits Of A Market Correction
Ep #4: Portfolio Design – Benefits Of A Market Correction

Do you wonder what investments you should or shouldn’t be in? We’ll talk about some of the details behind that conversation as we analyze how to design a portfolio. And a market correction might sound like the kind of thing that would impact your financial plan poorly. However, we’ll talk about some of the benefits that come along with a market correction on today’s podcast.

Ep #3: The Power Of Tax-Free Income: Frequently Asked Questions
Ep #3: The Power Of Tax-Free Income: Frequently Asked Questions

Hopefully after our last two episodes, you’re really starting to see the benefits of tax-free income. So now, we’ll take a look at some of the most common questions Taylor receives about tax-free investments. What’s the best way to convert your IRA into a Roth? How long should that process take? When you start withdrawing from your investments, which should you dip into first: taxable or tax-free? Taylor will tackle these questions and much more.

Ep #2: The Power Of Tax-Free Income: Social Security And Health Insurance Savings
Ep #2: The Power Of Tax-Free Income: Social Security And Health Insurance Savings

On our previous episode, we discussed the importance of having tax-free income in retirement. But now, let’s dive a little deeper. Taylor will show us how both your Social Security benefits and your health insurance premiums can be affected by the amount of tax-free income you have — or don’t have — in retirement.

Ep #1: The Power Of Tax-Free Income: Long Term Roth Benefits
Ep #1: The Power Of Tax-Free Income: Long Term Roth Benefits

When in comes to retirement planning, it’s crucial to understand how taxes will affect you now and in the future. So let’s take a look at some of the most common retirement savings accounts out there, how their tax advantages vary, and how you can set yourself up for tax-free income down the road.

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