The Long Game

Learn about the benefits of self employment retirement accounts like Solo 401(k)s and SEP IRAs, including contribution limits and tax advantages. Dive into the complexities of each option and discover why solo 401(k)s may be a preferred choice for retirement planning.

Expert in business financials and outsourced CFO services, Kurtis Hanni, discusses the importance of understanding your business's financials and how hiring an outsourced CFO can be beneficial. They touch on key financial metrics, strategic financial planning, and the empowerment that comes from financial understanding.

In this episode with Taylor Schulte, CFP we talk: - how to plan for retirement - the big risks you face - how to overcome the mindset shift as you switch from accumulation to decumuluation (the hardest part for everyone)

Asset location is something that is really important for investors to know about. Asset location is all about putting the right assets in the right accounts for tax purposes. We dive more into asset location, what assets make sense in which accounts, and much more!

Most consumers invest without having an intentional asset allocation. This can lead you to a lot of risk when being over exposed. IN this episode, we break down: - what asset allocation - the importance of it - what we believe about international exposure

Most think Jacob and I are not fans of insurance. But this could not be further from the truth. We implement term and permanent insurance for our clients. We just hate how often permanent is sold to the wrong person. In this episode, we have on insurance expert, Colin Webb, to talk through all things life insurance: - what term is and how it works - what permanent is and how it works - which is a fit and when - why working with an expert is so important - insurance terms that are important for you to understand

One of the hardest things for people to figure out is "what is enough" for them. For most, they have a number, they hit it, and then the goal poasts move. What can you do to work through this? It really depends on what your motives really are.

Exploring the paradox of financial anxiety despite wealth, handling guilt around spending, managing wealth post-financial goals, seeking advice for informed choices, and transitioning from data-driven decisions to value-based choices

In this episode with Paula Pant, we talk: - Current state of the jobs markets - Current state of the stock market - Current state of interest rates - What they all mean for you - How planning changes when rates are where they are

In this episode with Abby Davisson, we talk through: - her book and what the 5 C's are when going through a big decision - a few life situations she has had and how she went through the decision - how to make sure you make decisions based on what is most important - how financial planners help do that