Our 2 Cents – Episode #059 Don’t Be Another Financial Statistic! This week has flown by and we’re back with another great installment of Our 2 Cents. Here’s what to look forward to on this episode: Quick Review – President Biden’s Key Plans  We start with a quick rundown of what you can expect to see in the months and years ahead now that we have a new administration. From taxes to healthcare to a stimulus package and more–there’s a […]

Our 2 Cents – Episode #058 New Year – New Plan – New Resolutions! Our 2 Cents is back after a brief holiday hiatus! Here’s a look at what we’re discussing on our first podcast episode of 2021. What Are Your 2021 New Year’s Resolutions? Gabriel and Steve kick things off by each revealing a New Year’s Resolutions they’ve set for themselves, how they plan to make 2021 a great year ahead, and encouraging you to reflect on the same! […]

Our 2 Cents – Episode #057 The Stock Market’s Hall of Fame Crashes & What Drives Advisors Bonkers! We’re back with another podcast episode of Our 2 Cents! Here’s what we we’re discussing this week. Lessons from the Stock Market Crash “Hall of Fame”: We don’t know when the next market crash will be, and we don’t know the severity of it, but we do know that it will happen so you need to be prepared for it. We’re covering […]

Our 2 Cents – Episode #056 “Things You Never Hear People Say” & Choosing Your Ideal Retirement Lifestyle Join us for our 56th episode of Our 2 Cents podcast! Here’s what we’ve got in store for you when you tune in. “Things You Never Hear People Say”: When it comes to money and retirement, there are some tried and true strategies that simply make too much sense. In this episode, we discuss five “Things You Never Hear People Say,” or […]

Our 2 Cents – Episode #055 Retiring Solo & Long-Term Care Coverage Options Do you need Long-Term Care Insurance? Does your spouse? And is it worth the costs? There are new long-term care coverage options out there that can be quite advantageous, and they are a major upgrade to the old LTC policy that Mom and Dad might have had. Next, we discuss the idea of “Retiring Solo,” or in other words, when a couple’s retirement dates don’t align. What […]

Our 2 Cents – Episode #054 Variable Annuities—Are They Worth it? Plus Estate Planning Essentials Today we put variable annuities under a microscope. When someone wants to gain the advantages of the stock market, yet still have some guarantees, is a variable annuity the route to go? Next we cover some estate planning essentials. Can you keep your assets out of the courts and away from probate? Estate planning is one of the items that should be definitely be on […]

Our 2 Cents – Episode #053 Post-Election Commentary and 15 Top Places to Retire It’s been quite the roller-coaster this last week and a half! With apparent president-elect, Joe Biden, winning both the electoral and popular votes, we talk about what that can mean, as well as discuss what lawmakers are proposing in their emergency bill to raise 2021’s Social Security COLA adjustment. After that discussion, we move to our next topic and have a little fun. What are the […]

Our 2 Cents – Episode #052 Five Questions – Self-Health Financial Assessment There’s a lot of uncertainty in today’s world with COVID, high unemployment numbers, the Presidential election, and the constant turmoil 2020 has brought us thus far. So how can you really know if you’re ready to retire? Take our self-health financial assessment and see if you are ready today! How much money do you have in assets? Do you know how much you spend? What’s in your investment […]

Our 2 Cents – Episode #051 COVID-19 Resurgence & The Upcoming Election The uncertainty of both Coronavirus and the 2020 presidential election are casting an uneasy shroud across the nation. On today’s show, we discuss the state of the economy and the stock market—and what impact the COVID-19 resurgence and the upcoming presidential election may have on both. For many, questions are lingering… Who will win the election? Will more jobs be lost due to COVID-19? What tax impositions will […]