Broker Check

Retirement Reality

401k Rollovers and Retirement Myths

We'll discuss the benefits of rolling over an old 401k. We'll so debunk some of the myths about retirement.

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The First Steps

We'll go over how to get started on a retirement plan.

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Get Real

We'll talk about why it's important to have realistic expectations about retirement. We'll also go over some interesting facts and numbers.

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Fuzzy Math 101

We'll talk about some of the tricky numbers you hear when retirement planning. We'll also discuss advisors and their intentions.

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Little White Lies

We'll discuss some of the lies in the financial world and how they can have varying consequences.

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Shopping For Retirement

We'll compare planning retirement to going on a trip to the grocery store. We'll also talk about some of the lies we tell ourselves.

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