This week, Roger and Stewart discuss a retirement income strategy where they segment retirement into time periods and assign specific funds to provide income during those periods.

Roger and Stewart discuss the differences between a Spender and a Saver

On today's show, Stewart and Roger discuss the impact of major purchases, including car payments on people's financial lives.

Roger and Stewart talk about Orphaned Accounts that you may not know about

Slow and Steady wins the race. Roger and Stewart talk about the decision of compounding or speculation

Roger and Stewart talk about the necessity of a Family Budget

Roger and Stewart talk about how credit card debt can put you into financial prison

Roger and Stewart can determine your Risk Tolerance

News Radio 570 WWNC

On today's show, Stewart breaks down Medicare and explains some of the basics and how to navigate the enrollment process

Roger takes a deep dive into Social Security

In this episode, Roger and Stewart have special guest Conrad Levesque, CPA, CFP to discuss the taxation of Bitcoin, stimulus payments and recent tax law changes.

Today’s show is about using the "3 Bucket Strategy" for retirement planning. Roger and Stewart discussed segmenting retirement and allocating funds for each segment. They discussed how each segment should be invested and the pro's and con's of this type

Today's show was on Annuities. Roger and Stewart also had a side discussion on what it means to short stocks and what happened with Gamestop stock over the last few weeks. In our discussion of Annuities we discussed Single Premium Immediate Annuities, Fi

Financial advice for the people who recently lost a spouse. We discuss the steps one should take in addressing financial matters following the death of a spouse. We break it down into two categories, the first being the things that need to happen immedia

How investments differ pre-retirement vs post retirement

How Political and social unrest impact markets

Holistic Planning

Seven Financial Tools

Beneficiary Checklist