Feb 22, 2021
George Fossing and Zach Jenkins discuss the silent partner in your retirement accounts - Uncle Sam. Do you know how to take advantage of current tax rates to minimize your tax burden in retirement? Plus, are we getting closer to a correction in the stock market?
Feb 15, 2021
George Fossing and Zach Jenkins discuss the most important question they ask people when they come into the office - What is your definition of retirement? Plus, they address the challenges of walking away from a career and Social Security maximization strategies.
Feb 8, 2021
George Fossing and Zach Jenkins discuss President Biden's tax plans combined with ongoing stimulus relief. Is that going to send us into a recession? Plus, a discussion on the recent headlines about Robin Hood.
Feb 1, 2021
George Fossing and Zach Jenkins discuss the difference between "retirement advisors" and "financial advisors" and what it means for the people they work with. Plus, they share a story about a listener who was surprised to find out how much they were paying in fees in their portfolio.