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We help individuals and families pursue their ideal retirements.

Inflation & Recession: 7 Podcast Episodes You Should Hear

Inflation and recession are probably a couple words you’ve heard more times than you can count in the last few years. With feelings of uncertainty in the market and what the future will look like, it’s important to know how to respond with how you’re approaching your investments. We’ve covered inflation, recession, and the potential…

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Supporting Your Loved Ones Even After You’re Gone

September is Life Insurance Awareness Month. This month is such a great opportunity to be reminded of the important role life insurance plays in protecting your loved ones, and as a part of your financial plan overall. Life insurance can feel like a tricky subject to navigate, but it is always worth considering to ensure…

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A 5-Part Blueprint for Retirement

A good retirement plan is like having a well-thought-out blueprint for building a house. When you have a solid plan, you can know that your house will weather most any storm. You would likely never dream of trying to build a house from scratch without a detailed plan of how all the pieces were going…

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How Much Risk Should You Have in Your Portfolio?

“How much risk should I have in my portfolio?” This might be one of the most asked questions we hear. And honestly it can be a challenging one to answer because the right  response varies widely depending on your age, debt, funds saved for retirement, and more. What may be true for one person may…

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How to Choose a Financial Advisor

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New Book! Retirement Blueprint: Finding Your 210 Life by Phil Cooper

Oh man, I have some exciting news to share with you! After months of hard work drafting, writing, and re-writing, it’s finally ready. My new book is complete and available now! That’s right! I recently published a book called Retirement Blueprint: Finding Your 210 Life. In this book, I share about my challenging childhood, how…

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7 Financial Tips for Your Summer Vacation

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How Can Real Estate Fit Into Your Investment Portfolio? (& How to Get Started) – Episode 25

It’s time for another solo episode with Kendall! In this episode, he is talking about some of his favorite things—diversifying your investment portfolio and the role real estate can play. There’s a lot of talk about whether or not you should view real estate as a good investment. Some people say it’s a ton of…

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Retirement Resource Roundup: 9 Podcasts & Articles to Help You Prepare Effectively

Retirement is a topic we’re quite passionate about here at 210 Financial. The truth is that if you want to meet your retirement dreams, you have to have a plan to achieve them. So in case you’ve missed any of our retirement resources, we wanted to compile some of the popular ones in this list!…

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How We’re Supporting Ronald McDonald House in 2023

As is the tradition here at 210 Financial, we are passionate about integrating generosity into our business culture and as a part of our financial plan. Each year, we select a new charity for our team and clients to support through giving and volunteering. This year, our selected charity is Ronald McDonald House Charities® in…

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Ways to Help Make Your Own Financial Luck

Have you ever found a twenty-dollar bill on the street? Won a prize for a giveaway or found a four-leaf clover? Odds are you felt pretty lucky! When it comes to finances, there are days when we wish we could just capture some of that luck. We find ourselves wondering, Wouldn’t it be nice if…

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How to Manage Your Expenses in Retirement – Episode 24

For the majority of your life, you will work hard and pinch those pennies so that you can fund retirement. But once you actually retire, it’s time to enjoy all your hard work! Kendall has another solo episode to help you understand how to manage your expenses AND have fun in retirement! He is sharing…

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