When it comes to something as important as financial advice, choosing who to hire (or retain) is a huge decision. As life evolves, our needs and viewpoints can change repeatedly, and there is no shortage of financial advisors and financial ...

Old habits die hard. Did you sacrifice and save to get to retirement only to find you remain frugal, reluctant, or fearful to spend more freely in a new phase of life? Adam and Ben aren’t jedis and can’t wave their hand to simply make their cli...

Money is an emotionally charged topic and it can sometimes ruin relationships. Savers vs. spenders. Planners vs. non-planners. How can a couple keep the money side of their relationship healthy? It starts by simply building the space and time t...

Demand for senior living communities is growing due to an aging population, longer life expectancies, and increased awareness of the benefits of community living. But there are a lot of financial implications to making such a move. Whether “dow...

We’re a very polarized nation right now so for many, the stakes of the upcoming election season feel super high. Do your politics impact your planning though? In this podcast Adam and Ben discuss to what degree the election results could impact...