Our 2 Cents – Episode #154 Retirement Planning Challenges for the Wealthy Those who have accumulated significant wealth face unique challenges and opportunities when planning for retirement. Do you know at what value of assets someone would be considered a high-net-worth individual? The amount may surprise you! Listen in today as Gabriel and Steve dive into the distinct strategies and factors that come into play when the wealthy plan for retirement. Getting to Know Steve and Gabriel: If you were […]

Our 2 Cents – Episode #153 Money Mistakes to Learn From Do you ever wish you could foresee financial missteps before they happen? On today’s episode of Our 2 Cents, Steve and Gabriel are exploring some real-life stories of regrets to help you learn from the mistakes of others. Then they’re answering a couple client questions they received this week. Money Mistakes to Learn From: Maybe I should have investigated opportunities for Roth IRAs I spent way too much money […]

Our 2 Cents – Episode #152 Exploring Care Opportunities in Retirement On this new episode of the Our 2 Cents podcast, Steve kicks things off by recapping his recent live interview about financial preparedness on WGN news. Then, he and Gabriel take a comprehensive look into Continuing Care Retirement Communities and how they are emerging as a noteworthy option for many retirees. Recap of Steve on the News: We hear about having money for a rainy day — how much […]

Our 2 Cents – Episode #151 Retirement Outlook – Is the Glass Half Full or Half Empty? We’re playing a fun little game show on today’s episode of Our 2 Cents. Steve and Gabriel will take sides on pressing retirement issues. Whether you’re a perpetual optimist or a wary pessimist, this episode will equip you with perspectives to plan your retirement years with confidence as we ask the longstanding question, “is the glass half full or half empty?” Will a […]

Our 2 Cents – Episode #150 Uncovering Universal Retirement Truths We’ve all heard various retirement “myths” so let’s talk some retirement truths instead. On this new episode of Our 2 Cents, Steve and Gabriel will discuss some universal truths that can guide every retiree. But first, they’re sharing an idea to vacation in a new way to see some beautiful sights. Exciting Train Trips: Amtrack Auto Train: Sit back, relax, and pack your car along with you! Rocky Mountaineer Train: […]

Our 2 Cents – Episode #149 Demystifying RMDs – The Basics to Know On today’s episode of the Our 2 Cents podcast, Steve and Gabriel are talking about the world of Required Minimum Distributions (RMDs). They’re here to help you understand the reasons behind the mandatory withdrawals from your retirement savings, strategies to avoid major tax issues, and why it is so important to plan in advance for them. Gabriel’s Quotes of the Month: “You’re never too old to set […]

Our 2 Cents – Episode #148 Revealing Retirement Plan Frustration We’re kicking off today’s show a little differently with Getting to Know Steve and Gabriel questions first! Then they’re discussing some challenges and frustrations they’ve heard from potential clients regarding their plans or their investments. Getting to Know Steve and Gabriel: What was your favorite TV show as a kid? If you could pick any Olympic sport to participate in, what would you choose? Revealing Retirement Plan Frustrations: My portfolio […]

Our 2 Cents – Episode #147 No Regrets! Don’t Make These Estate Planning Mistakes We’ve got a great show for you this week! Steve and Gabriel share some common estate planning mistakes and what you can do to avoid them. This episode is an important one for anyone who wants to leave a legacy free from regret or legal turmoil. Click a link below to listen in now! No Regrets! Don’t Make These Estate Planning Mistakes: Failing to plan for […]

Our 2 Cents – Episode #146 Part 2: Financial Tension Between Couples Steve and Gabriel are wrapping up their discussion on the kinds of financial stresses couples can face, and how to work your way through them together. Plus, they’re sharing some financial tidbits that have been making their way through the headlines recently. Part 2: Financial Tension Between Couples: A deeper dive into some sources of debate among couples. Gabriel and Steve share some of more common ones they […]