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Investment Answers Podcast

Jul 23, 2018

The Sandwich Generation. You may have never heard of it, but we bet you know someone who has experienced it.

The Sandwich Generation is defined by the circumstance of financially and physically providing care for a someone older than them (typically a parent, grandparent, older spouse, or an older family member) while...


Jul 9, 2018

When you envisioned your retirement did you imagine that you would be working? There’s a good chance you never realized that you, too, may have a Part-Time Retirement.

Part-Time Retirement is far more common now in all income classes: lower, middle and upper- and there are a lot of reasons why you may work during your...


Jun 30, 2018

IRAs are an incredibly valuable tool used for retirement planning but they can be confusing. Travis and Kelly help you avoid the many rabbit holes of investing jargon by breaking down the defining terms of these two types of IRAs, then they discuss the similarities between the Roth and Traditional, and finally point out...


Jun 24, 2018

In Episode 3, Travis and Kelly celebrate the 20th birthday of the Roth IRA. Looking briefly into the history of the Roth IRA helps to reveal a lot about why both Traditional and Roth IRAs exist, and for whom they were designed. The two types of Individual Retirement Accounts are similar in many ways but they do have...


Jun 14, 2018

“Recently, I had to have The Talk with one of my long time clients and her kids.” 

None of our mentors warned us when we first entered the financial services industry about the most challenging part of being an independent financial advisor- a fiduciary- representing so many people that we care about.   Join us as...