retirement goals

From Accumulation to Distribution: Rethinking Retirement Finances

Summary: Episode 203: David Bezar kicks off this episode with a recap of last week’s much-talked-about Social Security-focused session, where listeners poured in texts, benefiting from the white paper we shared. The massive engagement confirmed our belief in the positive impact we were making. Taking a cue from that, today’s show presents another ‘not-to-miss’ playbook …

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Invest in Your Future This April by Becoming Financially Literate 

Invest in Your Future This April by Becoming Financially Literate  April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing, and maintaining healthy financial habits. But ask yourself this: what have you learned about anything financial lately? Do most of your neighbors keep a household budget or …

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What Is Financial Literacy Month?

What Is Financial Literacy Month? National Financial Literacy Month is celebrated in April. While financial literacy may sound uninteresting, a strong foundation of financial literacy can help support various life goals, such as saving for education or retirement, using debt responsibly, and running a business. If you consider yourself illiterate, you are not alone. No …

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