Podcast
Your Financial Compass Podcast provides relevant and timely information to both pre and post-retirees so they can make well-informed decisions for their financial future.
LISTEN TO THE MOST RECENT EPISODES

Do You Have A Solid Income Plan For Your Retirement?
We’ll break down the toughest hurdles that retirees face and discuss some practical solutions to make your money work for you for the long haul.

Social Security Benefits: When Should You Start?
Today, we’re tackling a question that many people have: when should you start Social Security? There’s so much advice out there, and it can be overwhelming trying to figure out the best time to file for your benefits. So, if you’ve ever wondered when you should start, you’re in the right place.

Cleaning Out Your Financial Garage
Many of us can relate to the frustration of a messy garage. Despite our best efforts to keep it tidy, it doesn’t take long before the space fills with tools, holiday decorations, and things we don’t even remember storing. Our finances are no different. Over time, we accumulate 401(k)s from previous jobs, old IRAs, deferred compensation plans, and insurance policies- creating our own “financial garage” of clutter.