In this episode, Ben and Kaitlin share some important updates from the annual Social Security Trustees Report.      In today’s episode, we’re continuing our conversation on the annual Social Security Trustees Report. With Social Security serving as a cornerstone for countless retirees, understanding its current state and future projections is important. Listen in as Ben highlights the key takeaways from the 277-page report that you need to know about. In this half of the conversation, we’ll cover some interesting statistics from the report, including the impact of declining bir ..read more

In this episode, Ben and Kaitlin share some important updates from the annual Social Security Trustees Report.      In today’s episode, we’re going to share some updates from the annual Social Security Trustees Report. With Social Security serving as a cornerstone for countless retirees, understanding its current state and future projections is important. Listen in as Ben highlights the key takeaways from the 277-page report that you need to know about. With projections pointing to a depletion of funds by 2035, it’s high time for the government to roll up its sleeves and tackle ..read more

In this episode, Deborah and Hannah Wasylko of Baskets Galore join us to talk about entrepreneurship, relationship-building, and crafting corporate gifts.     We’re back to finish up our conversation with Deborah and Hannah Wasylko, the dynamic duo behind Baskets Galore. This business specializes in customized corporate gift designs, from branded items to gift baskets featuring local and gourmet selections. If you missed part 1, you can check it out here! In this episode, we’re diving into the business side of Baskets Galore. We chat about Deborah and Hannah’s operations process and ..read more

In this episode, Deborah and Hannah Wasylko of Baskets Galore join us to talk about entrepreneurship, relationship-building, and crafting corporate gifts.     We’re excited to sit down with Deborah and Hannah Wasylko, the dynamic duo behind Baskets Galore. This business specializes in customized corporate gift designs, from branded items to gift baskets featuring local and gourmet selections. Join us as they share the story behind starting this business and their passion for creatively assisting business owners with thoughtful gifting. In part 1 of this conversation, we’ll dive into ..read more

We’re excited to welcome back Mike and Mandy Hamlin for today’s episode. Mike and Mandy are the owners of the successful food truck and catering business, Kitchen 212. From losing their jobs during the pandemic to taking the leap to start their own business, their story is incredibly inspiring. If you missed part 1, you can check it out here! In part two, we’re going to focus on the business side of Mike and Mandy’s journey. We’ll chat about how their business model has evolved throughout the years, finding the balance between being business and life partners, and how understanding their fina ..read more

 We’re excited to have some special guests on the podcast for a fun two-part episode. Mike and Mandy Hamlin are the owners of the successful food truck and catering business, Kitchen 212. From losing their jobs during the pandemic to taking the leap to start their own business, Mike and Mandy have an inspiring story to share. In part one, we’ll chat about the unique challenges and joys that come with being in the food and event industry and running a small business. Join us as we chat about some common misconceptions of entrepreneurship, the importance of celebrating small victories in busine ..read more

In case you missed it, we recently released a podcast episode with Keith Lockwood (CIO), where we reflected on this year’s financial landscape. Coming off a pretty good year in the market, what can we expect to see in 2024? Listen in as we discuss the anticipated trends and challenges that the new year might bring. With 2024 being an election year, we’ll explore the implications of potential political changes on the market. We’ll also discuss the current state of overbought markets, the likelihood of a first-quarter pullback, the impact of interest rate cuts on various sectors, and more. In a ..read more

As we wrap up the year, we are joined by Keith Lockwood (CIO) for a two-part discussion, exploring the financial dynamics of 2023 and providing insights into what lies ahead in 2024. Listen in as we chat about this rollercoaster of a year, focusing on the unprecedented market gains in November and December, the dominance of the “Magnificent Seven,” and the Federal Reserve’s role in shaping the market. Join us as we chat about the importance of staying diversified in the face of market uncertainties and focus on the resilience of the market this year, despite various challenges- from geopoliti ..read more

If you’re hoping to start your retirement journey in 2024, there are some key things you need to start thinking about in order to properly prepare. In today’s episode, Dan Oaklief, RICP®, CPFA® is back to share some advice for those who plan on retiring in the new year.  After discussing key year-end planning strategies for 2023 in our last episode, today’s conversation is all about the crucial steps to take to six to nine months before your desired retirement date. Listen in as we discuss Social Security planning, pension considerations, asset allocation, budgeting, health insurance in ..read more

We’re back with Dan Oaklief, RICP®, CPFA® to continue our conversation about Roth IRAs. If you missed part one, be sure to check that out here. In it, we break down the fundamentals of Roth IRAs and discuss the contribution rules for 2023, contribution limits, and much more. For part two of this series, we’re going to dive a bit deeper into this conversation. Dan will discuss the signs that might prompt a Roth conversion recommendation, the benefits of spreading Roth conversions out over several years, and why the timing of these conversions matter. Listen in as we further demystify Roth conv ..read more