Retirement today certainly looks different than it did 30 years ago. We have moved away from pensions and have put more emphasis on employer-sponsored plans. So how will the landscape for retirement continue to move and shift? Brent, Matthew, and Joshua talk about trends that they think we will start to see in this next decade.

Selling a business is certainly no easy task and it is one of the most important decisions that a business owner will have to make. It's imperative to find the correct plan for your situation, but many people fail to realize how many options are available to them. Brent, Matthew, and Joshua will break down the 8 ways you can sell your business and explain the pros and cons to each option.

It's important to have a financial advisor to help you build a plan and get you to and through retirement. Many people are able to call themselves financial advisors, but they are not required to do what is best for the client. Brent, Matthew, and Joshua discuss some of the red flags to note when talking to a financial advisor and when it might be time to seek out a second opinion.

There is no doubt that business owners have hectic schedules and work tirelessly to maintain what they have created. However, it is vital to take a step back and create an exit plan for the business that you have put all of your effort into. Brent, Matthew, and Joshua talk about the important questions that need to be answered when putting together an exit plan and how to build an effective team that will help you through this process.

Many retirees are wondering if bonds are still needed in a retirement portfolio because of how low the interest rates are. Brent, Matthew, and Joshua will discuss how bonds have been used in the past and compare it to the purpose that they serve in a retirement plan today.

Dave Ramsey has earned a lot of respect among savers and investors over the years as evidenced by his enormously popular radio show, books and sold out performance venues when he speaks. But is all of his advice worth following? Is it possible that some of the things he professes will actually hurt you financially? Brent, Matthew, and Joshua will take a look at some of Dave’s most popular advice and see if it actually makes sense for retirees and pre-retirees to follow.

When the market goes down, many people panic and want to take their money out of the market. This is a common reaction, but it may not be the best decision. Brent, Matthew, and Josh discuss various strategies you can implement in your plan so you can make the most out of a down market.

There is no doubt that we have witnessed many shifts and changes since we entered this current health crisis, but will we still feel these effects even after the virus is eradicated? Brent, Matthew, and Joshua share their thoughts on some of the long term impacts that COVID-19 may have not only in the financial realm, but in our everyday lives as well.

Last time we discussed how the CARES Act impacted individuals and today we turn our focus to business owners. Listen to Brent, Matthew, and Joshua talk about how small business owners can gain some relief from this new bill.

Today is the first part of our conversation on the CARES Act. Brent, Matthew, and Joshua discuss how this new bill impacts individuals specifically and the potential benefits you can receive.

Listen as Brent, Matthew and Josh share the nine strategies they are implementing during this recession so their clients can enjoy an ideal retirement and accomplish their goals.

Join Brent, Matthew and Joshua as they discuss the recent fall in the stock market. They discuss why markets falls, strategies you can use to minimize the downside and actionable tips for retirees.

Brent, Matthew & Joshua discuss the stock market decline, the risks of the coronavirus and stocks that are moving up because of the threat.

We go down memory lane discussing our favorite Kobe Bryant moments and the financial planning lessons learned from Kobe Bryant tragedy.

Join financial advisors Brent, Matthew and Joshua as they reflect on their personal financial plans. Topics Discussed: starting a business, saving for retirement, buying a home and changing a career.

The new year brings new changes to retirement and tax laws with the passing of the SECURE Act. This week we will discuss the main points of interest of this bill and different planning strategies you need to know before you retire.

Today we discuss what you wish your parents taught you about personal finances. We go back to some of the basic aspects of finances such as debt and what a financial plan actually is.

On today's show we answer email questions that have been submitted to us from our listeners.

As the end of the year is coming to a close, it is important to reflect on what we accomplished and what has room for improvement. Today's show focuses on taking this idea and applying it to your financial plan.

DIY projects have become a popular topic with all of the home renovation shows on television, but have you ever wondered how you might be able to put together a retirement plan on your own? There are many steps and factors that need to be considered if you choose to go this route and we will explain all of them on today's show.