We all know taxes aren’t fun. So here’s some tax-related jokes before we dive in: Q: Why are most accountants so good-looking? A: Because they have great figures.   Q: Why does the IRS hate Sherlock Holmes? A: Because he makes too many deductions.   Q: How do you know your child will be a…

We’ve got you covered as new legislation has been passed which will take effect in 2024. This includes the Secure Act 2.0, which has over 90 provisions that could affect your taxes and financial plan. In this solo episode, Kendall will let you in on the major changes from this legislation and how that could…

Welcome back to Your Retirement Blueprint! We hope you’ve had a great start to the year. In today’s video, we’ve put together the top 10 tips for retirement planning in 2023. There is a lot of great insight packed into this one—we’ve included everything from financial strategies to potential tax considerations to maintaining your feeling…

Do you remember your first piggy bank? The sound of all the coins clinking together made a glorious chime indicating how close it was to be full. For many of us, this was the first financial goal we had and it taught us the power of setting goals (and the fun of smashing the piggy…

Many people don’t often think about life insurance as a major part of their financial plan. Or perhaps they only consider it as a valuable investment only when they’re younger. We believe that should change. Yes, it can be a bit depressing to have to think about the case of your own death and if…

We ripped the script for this episode. Literally! We had a plan of what we were going to talk about, but decided to go off-book. After sharing our Question of the Day, we discuss our pet peeves when it comes to investing and financial planning (and a few random ones 🙂). For many, the pandemic…

Many people don’t often think about life insurance as a major part of their financial plan. Or perhaps they only consider it as a valuable investment only when they’re younger. We believe that should change.   Yes, it can be a bit depressing to have to think about the case of your own death and…

Hello, friends—Phil here! Well, another year is behind us, which means another opportunity for hope and happiness lies ahead. 2022 was a challenging year for so many of us because of the market volatility, as well as post-Covid frustrations that we all are suffering through in this life. This is the new “normal,” but today…

We’ve been telling everyone we know that there is a “tax sale” happening right now. Taxes are the lowest they have ever been, and that’s a major thing to consider when it comes to your retirement planning. In this episode, we are talking about planning ahead for retirement taxes and retirement income, and we dive…

“Recession.” It’s like a dark cloud looming over the economy and around every corner. But what should we be doing during an economy like this? If you are worried about the future or retiring in a recession, we’re breaking down what you need to know. In this episode, Phil and Kendall are letting you know…

It’s the most magical time of the year! Hot chocolate, wreaths, candy canes, lights, Santa Claus, and a whole bunch of presents under the tree. It’s no secret that the holidays are the season when people tend to overspend the most. From Black Friday deals to the last minute rush to get all the presents…

This time of year, we focus on spending time with our families, eating good food, and being thankful. But beyond just sharing the one thing you are thankful for before you dig into the turkey and pumpkin pie, why is it important to practice gratitude? And how can you incorporate it into your financial planning?…