I love to talk! I can talk to a brick wall and get me talking about something I'm passionate about (finance).... Guess what you're in for it.
SO: Why is it I've never been able to enjoy is speaking a room full of people? Who knows but I might was well take my own advice: I tell my boys, "you should try it at least one more time".
Back to school challenge is exactly that.
1: What is a financial plan and why you need one!
You can have a 401(k), investments, Social Security, insurance, and an estate plan and still not have a financial plan. We’ll break down what turns all those individual pieces into one coordinated strategy, why that matters even more as you approach or live in retirement, and the questions your plan should be answering for you.
2: Social Security Really Isn't That Complicated, Until It Is.
When should you take it? What changes if you're married, divorced, widowed, or still working? We’ll make sense of the decisions that actually matter.
3: Medicare Plans and Why Do I Feel Like I'm Getting Sold To?
Medicare shouldn’t feel like a sales pitch. We’ll break down what you actually need to understand before choosing coverage.
4: Retirement Income After a Lifetime of Paychecks
Your paycheck stops. Your bills don’t. Let’s talk about turning what you’ve saved into income you can actually live on.
5: Why Would Someone Hire a Financial Advisor?
What should an advisor actually do for you? We’ll talk about where advice can add value and when you may not need it.