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The Five Minute Financial Plan Podcast

Jun 20, 2018

Have you taken care of your estate planning? According to the AARP, 60% of people haven't started the estate planning process. 

Today we're going over three key tips to remember when you're getting ready to set up an estate plan. 


Jun 13, 2018

Do you pay attention to your 401(k)? 

Today's podcast is covering five ways you might screw up your 401(k)  - and how to fix it. 

You don't want to miss this!


Jun 6, 2018

Electing to receive Social Security benefits can get tricky, especially if you want to examine if you should collect on your own record or part of your spouses. In this podcast, we explore the three top rules for collecting spousal Social Security benefits.