Posts in Financial Planning
Who's On Your Team?

The last thing I want for anyone who is fortunate enough to have a team of professionals is for egos to get in the way. I want your professionals to confer with each other, disagree if they need to, and provide you with a united strategy that makes the most out of each person’s expertise to serve the only thing that matters: what’s most important to you. 

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07: Understanding Your Defined Benefit Pension Plan

If you’re one of those few, those happy few with a defined benefit pension plan, let’s talk about the four most important questions you might want to know the answers to: when you’ll get it, how much you’ll get, whether it’s going to increase with the cost of living, and what happens if you leave your job before you retire. Find out where to get all this information (and who to talk to if you can’t) in today’s episode.

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