May 31, 2021
Social Security is one of the most important sources of income for most retirees. And yet, many recipients take it lightly when it comes to filing. If you're about to take social security and haven't filed yet, you'll want to listen to this show to learn several strategies to maximize your benefits!
May 26, 2021
Are you going to be okay in retirement? How do you know? Most people don't have a game plan or any way to measure what "okay" means. In this episode, Anthony gives you three keys to consider when asking yourself whether or not you're going to be okay!
May 21, 2021
Jake is a 33 year old single man who has saved $100,000 and wants to know if he should invest it in the stock market. What do you think? Take a listen as Anthony discusses Jake's story!
May 17, 2021
We spend a lot of time on this show talking about mistakes that RETIREES make; but what are some of the mistakes that people often make BEFORE they retire? In this episode, Anthony talks about three common mistakes that he has seen people make before they retire. If you plan on retiring within the next decade, you'll...
May 13, 2021
If the answer to the question in the title is "yes", then this show will be an eye opener! Anthony discusses why your surviving spouse may have some severe unintended consequences if your trust was drafted over a decade ago! (Hint: The surviving spouse may lose a lot of control and not have access to all of the money...