Welcome back to Your Retirement Blueprint! In today’s episode, after learning some interesting facts about Kendall’s life (any other newfound tea lovers out there!?), we’re talking about recessions, the difference between bear and bull markets, and inflation. There’s a whole lot of “doom and gloom” talk out there in the world right now. How concerned…

Mutual funds? Stocks? Bonds? Do you ever find yourself wondering what the differences are between the types of investments you hear people talking about? Understanding different types of investments is no easy task, especially if you aren’t immersed in the industry like a financial advisor is on a daily basis. If you’ve found yourself asking…

You’ve seen it portrayed in TV shows and movies: The shopaholic has to cut up, burn, or put their credit cards into a block of ice to keep from falling into further debt. Credit cards are typically viewed as either an evil ploy to get you to spend money you don’t have or a tool…

We’ve got a fun episode for you today! Most times we go in with a clear outline of a takeaway we want to leave with you. But today, after we answer a question about portfolio risk, Kendall brought some recent articles he read about retirement and we’re talking through them. Somehow hot-dog eating contests also…

You probably have some idea of what you would like to be doing with your money over your lifetime. That list probably includes things like buying a house, saving for retirement, and getting to buy some fun things along the way! While none of those things are bad to want to achieve, we’ve found that…

What are some things we can do if we approach retirement in an uncertain market? Should we be concerned? Should our retirement plan change? In this episode, after answering a question that was sent in about long-term care insurance, that’s what we’re covering! Kendall and Phil are talking about the greatest risk during a down…

Despite increased gas prices and inflation, estimates are showing that there will be a lot of travel in the U.S. this year. If you’re looking at some upcoming travel, are you prepared to do it wisely? In today’s episode, after a funny story about Kendall’s son, we’re answering a question about life insurance as well…

Haven’t you heard? There’s a tax sale going on right now! Okay, so there isn’t actually a “tax sale,” but in many cases taxes are historically low right now. This has got a lot of people asking, Should I be changing some of my investments to an after-tax option? While we often advocate for this,…

Have you been hearing the word “recession” a ton lately? It feels like we’ve heard it every single day as a looming, sinister concern for each of our financial futures. In this episode, we’re breaking down what a recession is, whether or not you should be concerned, a look back on the statistics for the…

You’ve worked hard your whole life—waking up early, staying late when you’ve needed to, and saving everything you could to make sure your retirement was well-funded. While all the “money stuff” is extremely important, there are a few other things you may need in order to have a happy retirement. When you retire, you’ll get…

Without income, you have no retirement. Yet, there are experts in our field saying that you might want to rethink your income strategy in today’s market. In this episode, we’re diving into the traditional 4% rule for withdrawals from retirement accounts. Does it still apply? Does it need to be adjusted? Additionally, we’re answering a…

What is an annuity? Is it a smart investment? Should I have an annuity in my retirement plan? We get questions like these all the time from our clients. Annuities can seem confusing and, as a result, many people invest in them without knowing what they are getting into or if it’s the best option…