It may be what you’re ultimately striving for, it may not: here’s why. There is a lot of recent attention given to this laudable goal of reaching FIRE: Financial Independence Retire Early movement. I guess on the one hand retiring at age 35 or 45 does sound dreamy,...
Retirement Lifestyle
What’s Changing in 2020? Everything You Need to Know About Retirement Contribution and Income Limits
The start of a new year comes with a variety of changes that can impact your retirement savings programs, perhaps most notably, the contribution limits for several important retirement vehicles. With this information, you can prepare for your retirement savings in the...
Which Retirement Plans Offer Tax Benefits
Which Retirement Plans Offer Tax Benefits When it comes to saving for retirement, there are many potential options and paths to choose, as there’s no one size fits all approach. But as you lay the groundwork for financial security in your golden years, it’s important...
EP 149 | 8 Investment Mistakes That Can Derail Your Retirement
Welcome to episode 149 of Profit Boss® Radio! In this episode, I’m taking a peek behind the curtain to reveal the top eight investment mistakes that can derail your retirement. Why am I covering this topic? Well, because if you are a listener of the show, not yet a...
EP 144 | How to Plan for Retirement Together: Client Stories
Welcome to The Retirement Years on Profit Boss® Radio episode 144! This is a brand new season of Profit Boss® and I have made a few adjustments this season! Now titled: The Retirement Years on Profit Boss® Radio, this show is your weekly wealth building and retirement...
EP 143 | How to Plan for Retirement Together
Welcome to The Retirement Years on Profit Boss® Radio episode 143! This is a brand new season of Profit Boss® and I have made a few adjustments this season! Now titled: The Retirement Years on Profit Boss® Radio, this show is your weekly wealth building and retirement...
EP 137 | FIRE: Financial Independence, Retire Early with Tanja Hester
EP 137 | Profit Boss® Radio Welcome to episode 137 of Profit Boss® Radio! In this episode, we are discussing the FIRE movement with Tanja Hester. The word FIRE is an acronym for Financial Independence, Retire Early. There are plenty of reasons why people want to leave...
10 Steps to Ensure You Won’t Outlive Your Money
Good morning and happy Friday! Quality of life during retirement and end-of-life planning are some of the top concerns my clients have. I put together this infographic to help you map out what steps you can take to ensure you won't outlive your money, and be able to...