financial planning

Navigating Finances for DINKs and SINKs

In my 38 years of experience, I’ve noticed a distinct difference in how DINKs and SINKs approach their assets. Unlike individuals planning for generational wealth transfer, DINKs and SINKs often focus on maximizing the use of their wealth during their lifetimes.

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General Retirement

How To Retire Without Fear

It’s not just about saving for retirement; it’s about strategically preparing for the lifestyle changes and financial realities that come with it.

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financial planning

Understanding Asset Allocation For Financial Goals

How can we navigate the complexities of asset allocation in financial planning, to balance the rate of return, savings, and time to reach financial goals? That’s just one topic we’re covering in our latest podcast episode, all about setting your new year up for financial success.

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Ask The Planman - Episode 50 - Mindset, Skill Sets, and Habits With Brad Lea
Videos

Ask The Planman – Episode 50 – Mindset, Skill Sets, and Habits With Brad Lea

Ever wondered how to grow your personal brand successfully? Well, in Episode 50 of “Ask The Planman,” I had a chat with the infamous Brad Lea, a guy who knows a lot about business and branding (because, spoiler, he’s had quite a bit of success in both of those areas). Inside this episode, we talked about all the ways you can build your personal brand confidently.

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Health Insurance

Does Having Health Insurance Make People Healthier?

Does health insurance truly make people healthier? Join us as we explore the potential impact of health insurance on health outcomes and behaviors, unraveling the connection between coverage and well-being. Let’s uncover the truth behind the role of health insurance in fostering a healthier society.

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Health Insurance

Mastering the Balancing Act: Enhancing Group Healthcare Benefits Without Breaking the Bank

In a world where quality healthcare benefits are a top priority for employees, how do businesses strike the perfect balance? It’s a tricky tightrope walk, but not an impossible one. Dive into this comprehensive guide to discover how you can amplify your group healthcare benefits without sending your financial scales into a tailspin. Your journey towards offering your team the best possible healthcare, while keeping your budget intact, begins here.

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Health Insurance

Medicare Advantage vs. Original Medicare: Which One is Right for You?

Ever find yourself tangled in the details of Original Medicare vs. Medicare Advantage? You’re not alone. In our upcoming discussion, we will decode the jargon, debunk myths, and delve into the nitty-gritty of these two healthcare options. So whether you’re a fan of the tried-and-true Original Medicare or considering the all-inclusive package that is Medicare Advantage, check it out. We hope to help you make an informed decision about your healthcare.

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