Recent Episodes

March 20, 2023

Are Your Investment Accounts Safe?

The big news lately has been about bank failures. Since the banking industry is closely tied to the investment business, this has raised the question, “are my investments safe?” What happens if my brokerage company or asset custodian goes out …

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March 13, 2023

Get The Most From Your Pension

For those with a pension, the retirement planning decision is not as cut-and-dried as it seems on the surface. Should you take a lump sum, should you wait about taking it, and what are the rules specific to your pension …

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March 6, 2023

The IRS Dirty Dozen

Every year, the "Dirty Dozen" list is compiled to warn taxpayers of common scams that they may encounter at any time. However, many of these fraudulent schemes tend to increase during the tax filing season when individuals are preparing their …

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Feb. 20, 2023

The 4 Challenges Of Retirement

For many people, the thought of retirement brings up images of relaxation and happiness. However, retiring can also be a time of great challenge. In this episode, we'll discuss the four major challenges that retirees face and provide actionable tips...

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Feb. 13, 2023

Can ChatGPT Replace Your Lawyer (or other professional advisor)?

In this episode, we explore the rapidly evolving field of AI and its potential impact on the world of professional advising. Can a machine like ChatGPT truly replace the expertise and personal touch of a human advisor? Today we put …

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