Dec 1, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® shares how we help clients answer this simple, but very important question about retirement income planning and spending. He also takes a step into the highly debated 4% withdrawal rule and why it may not be right.

As most people plan for and dream about retirement,...

Sep 8, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® covers part two of how to prepare for retirement, this time from an emotional and psychological point of view. 

Retirement is one of the biggest life events you will probably ever experience. It is something you have worked and saved towards for a few decades. You may...

Aug 25, 2021

In today's episode Nicholas Olesen, CFP®, CPWA® covers a very important question for those a year or two away from retirement, "What issues do I need to consider before retiring?"

As retirement is something many dream about and countdown the days to, many have not taken the time to think through how much will change...

Jul 31, 2020

In today's episode Nicholas Olesen talks through a recent article that was published in Bloomberg with the headline "401(k) Plans No Longer Make Sense For Most Savers".  While we all know headlines are written for clicks, we thought it would be useful to talk through how you should take broad advice and personalize it...

Jun 19, 2020

In this episode Geoffrey Forcino shares how the retirement plan industry has come a long way and is improving but we still has a lot of room to improve. As the Director of Retirement Plan Services, he has a front seat to the concerns, from poorly designed plans to the communication/resource to the employees that is...