In this episode of Friends Talk Financial Planning, we share valuable advice on how to optimize your benefits when changing jobs. First,...

This week, join us on Friends Talk Financial Planning as we talk about some key considerations when inheriting money or other assets. We...

Expecting? Congratulations! Listen today to hear our 6 financial planning tips for when baby is on the way. Here’s our checklist with six...

Just married or know someone who is? Listen today for how to manage money together for financial success in marriage. We discuss...

Getting married or know someone who is? Smart couples master these money moves before marriage! In today's conversation, we discuss...

Join us as we discuss what we think is everything you need to know about taxes in the new Trump era! There is a lot of uncertainty...

Learn the 5 best ways to maximize savings in the new year! In this episode, Bridget and John discuss five important financial actions to...

Join us today for tips to maximize your spending in retirement when you saved more than you can possibly spend. I'm retired and I...

Five signs you are not spending enough money in retirement. Typically we get the question - am I spending too much? However, it is just...

This week we discuss important changes to 401(k) contribution limits for 2025, particularly for individuals aged 60-63. In 2025, people...

This week we discuss legacy letters, which are personal letters written to loved ones to express values, life lessons, regrets, and love,...

Retirement planning for inflation - Don't worry about inflation, be happy in retirement! Many people worry about how inflation will...

In this episode of "Friends Talk Financial Planning," hosts John and Bridget dive into an important aspect of retirement planning:...

Take advantage of tax planning as we approach the end of 2024! Join us this week as we continue last week's conversion discussing...

Year end tax tips can be helpful when tax planning to help you save BIG this tax season. Bridget and John offer various tips that can...

Catch up on retirement savings - it's not too late to start saving today! Do you struggle with saving money? Take responsibility for your...

Tax changes post election - what can you expect and how can you prepare for these changes? Join us this week as Bridget and John discuss...

Separating politics from your portfolio: what to know about the stock market and economy post-election. In this episode of Friends Talk...

I just turned 50. I have $100,000 saved. Do I have enough saved to retire? In this episode of Friends Talk Financial Planning, hosts...

Your 200 Year Legacy is something that can be difficult to wrap your head around. Thinking about your legacy can enrich your life and...