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Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin's team at https://carrolladvisory.co/podcast1 C...
Hi all, I looked at the wiki here, but there are so many resources and none of them looked like what I am looking for. I'm not looking for calculators or financial advice, I just want to know what I n...
Want a powerful small-market prospecting tool? Discover how retirement plan advisors can leverage startup plan tax credits to win new clients and fix a major filing gap.
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin's team at https://carrolladvisory.co/podcast1 C...
Empower shows you what you own. Boldin models whether it lasts. Here’s how they compare on planning depth, tax strategy, and advisor access. The post Boldin vs. Empower: Which Retirement Planner Is Be...
Despite looming concerns, only 32% of retirees said they work with a financial advisor, according to Schroders' 2026 U.S. Retirement Survey.
Unlike some retirees, you may not have had financial advice throughout your life to guide your decisions. But it isn't too late to benefit from it.
Sometimes a Roth conversion isn't right for you — or at least not right now. A financial adviser explains what you should consider before getting involved.
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. ?Contact Devin's team at https://carrolladvisory.co/podcast1 ...
A well-planned retirement can go awry when clients overspend. Here's how financial advisors can rein them in.
Advisors acting as financial planning sherpas can guide clients up tricky terrain to reach retirement peaks.
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. ?Contact Devin's team at https://carrolladvisory.co/podcast1 ...
The hidden costs, conflicts of interest and generalized advice that leave investors dissatisfied, and how to find a financial professional you truly trust.
Kevin asks about using leveraged ETFs (2x and 3x return) for his retirement savings. LEverage Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John...
Ann asks about making qualified charitable distributions from her 457 plan. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their ind...
You’ve done everything right. You saved consistently. You built a portfolio. You figured it out on your own. So why would you ever need a financial advisor now. That question makes sense. And for many...
Rockstar advisor George Fraser joins the podcast to announce "GigMatch," a revolutionary app designed to replace retirement fear with hope by matching 401(k) participants with gig economy income oppor...
I recently attended a financial advisor conference focused on artificial intelligence. Drawing on what I learned, this post summarizes my thoughts on how AI may reshape financial planning for retireme...
I posted this question a year or so ago. I also discussed this with my financial advisor. He gave me all sorts of things to do. I'm asking here because I forgot, and a 2nd and 3rd opinion always helps...
No matter what you think about previous generations, they just might have legit financial advice that can help you reach your goals. The post 5 Financial Lessons That Boomers Taught This Millennial Th...
A listener asks about a spendthrift trust for his adult "airhead" granddaughter. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through thei...
A proposed Labor Department rule could ease the path for alternative investments in 401(k)s, but advisors may face new due diligence and communication challenges.
If your adviser isn't crunching all the numbers and showing you a complete picture (in writing), then you might need to find one who will.
Long-term financial security isn't always served by capturing the biggest account assets. Here's how financial advisors can best serve divorcing clients.
High-net-worth families need a decent quarterback — a financial adviser coordinating other professionals on the team and keeping an eye on potential threats.
Middle- and lower-income retirees face a growing gap between income and long-term care expenses, forcing advisors to rethink planning strategies.
A well-intentioned tax move can push retirees over a Medicare income threshold, leading to thousands in unexpected annual premiums. Here's how advisors avoid these costs.
We have begun working with a new advisor and they went through our investments, health insurance, expected social security, etc. If I retire at the end of 2026 at 60 year old, there is a probability o...
"Carl and Jane" have eight million bucks, and their advisor is suggesting a 130/30 long-short investing strategy. Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether this is a smart tax mov...
When investors and their advisors don't focus on how simple investing can be, the result is investment-style chaos. Focus on what matters. The post Investing Doesn’t Have to Be Complicated appeared fi...
New data from J.P. Morgan reveals how retirement expectations diverge from reality, and what that means for advisors helping clients navigate life after work.
If the spreadsheets and advisors all say that It is safe to retire, you have enough AND You don't LOVE your job (you like it, it's easy, but you're not defined by it) Then... What would keep you from ...
This post is a follow-up to our post of August 23, 2025 where we encouraged financial advisors and DIYers to ditch Monte Carlo modeling and its probability of success metric and adopt the Actuarial Ap...
Sometimes, I wonder about people who can't decide if they want an advisor or if they illogically want to manage just part of their portfolio. The post Why Do People Partially Engage with the Financial...
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent platform with resources designed to help teams deliver customized planning.
At Dorval & Chorne Financial Advisors, we see every day how the right expertise—combined with the right questions—can make a meaningful difference in someone’s quality of life.
Is your financial plan fit for purpose — or is your adviser peddling an outdated strategy? When you see these red flags, it's time for a second opinion.Evan...
David asks for a general idea of what estate planning services typically cost, following up on the six-part podcast series. Although this show does not provide specific tax, legal, or financial advice...
How self-forgetfulness separates true fiduciary advisors from the rest. George Kinder reveals the key to being—and finding—the real deal....
Good morning, I have been trying to decide when to start my Social Security retirement benefits. I've talked to others who have started and my Fidelity advisor but their thoughts were either specific ...
We went to a retirement seminar and the advisor is putting it on is very big on LIRPs. It is the answer to everything and the best thing since pockets on a shirt. I can certainly see some advantages, ...
New research from the National Council on Aging found that wealth plays a major role in longevity, a factor financial advisors say can dramatically alter retirement plans....
After doing my first free Empower financial professional review back in 2015, I decided to do another investment portfolio review with them. Given the portfolio review isfree for anyone with over $100...
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySavannah HankardTo read on CBS2 News, Click Here NAMPA, Idaho — Glen Rimbey, affectionately known...
Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future....
FROM THE ARTICLE. Get accustomed to living on a fixed income, meet with a financial adviser, and other key steps to take. By Bruce Horovitz, AARP. Published October 06, 2025. After working for a lifet...
When talking with my financial advisor and running all these scenarios and simulations for retirement it seems like getting to 90 yrs old is the goal. Is that even realistic? How many people who retir...
Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term....
At Mayflower Advisors, Lawrence Glazer and his 30-person team focus on capital preservation, multigenerational planning and community education....