Listen to The Purpose Driven Retirement radio show live on 103.7 WWIB:
Wednesdays at 7:30 p.m.
Saturdays at 5:30 p.m.
Listen to previous shows here:
The Client Experience
A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more… Read More
Get Your Check-Up: Evaluating Your Financial Health
You visit your doctor every year for your annual check-up to stay healthy and to be aware of any potential issues when it comes to your health. Why should your financial health be any different? That only multiplies in importance once you get in retirement, because you’re no longer earning a paycheck. This show examines… Read More
Build Your Financial House
When you build your financial house, where do you start? It starts with a blueprint, a plan. But what makes up the essential parts of a house? The foundation, walls and the roof. As with any house, you want a strong foundation for which to build the house on and then fortify your house with… Read More
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