Sep 26, 2022
George Fossing and Zach Jenkins discuss the biggest losers in the market right now. They also talk about nearing the bottom of the market, what a first meeting with an advisor is like, and creating a plan to retire now.
Sep 19, 2022
Zach Jenkins discusses the importance of protecting yourself from higher taxes. He also talks about creating a plan to avoid worrying about running out of money and investing like a woman!
Sep 12, 2022
George Fossing and Zach Jenkins discuss the steps you can make right now to create downside protection in your portfolio. They also discuss the transition into becoming an empty nester and how to make a meeting with your financial advisor worth your while.