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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.


May 30, 2018

How many different investment accounts or retirement plans do you have?

If it’s more than three, you could be seriously jeopardizing the long-term performance of your investments and undermining your retirement plan.

As with any aspect of financial planning, there is no black and white answer as to whether you should...


May 23, 2018

With a universe of more than 9,500 mutual funds, it is not at all uncommon to see investment portfolios with a potpourri of mutual funds from different fund companies. Your broker may have put you in many funds from different families, or you may have done it yourself.

But is it a bad thing? Should you be sticking to...