Wills, trusts and other estate planning documents can protect and preserve assets for individuals and businesses. A properly structured estate plan can shield against unforeseen liabilities such as a lawsuit We discuss the importance of estate planning with Alfred Lee.

There are a lot of important categories and topics people should consider before they retire. What’s your personal life mission? Are you financially ready? Do you have a plan, from a health perspective? How long are you going to continue to work for your employer or business? How will you spend your time in retirement? We discuss these questions and more to help you prepare to make a decision on when to retire!

Welcome to the Retirement Lifestyle Show! Determining when and how to invest your hard earned dollars in order to get your money working for you can be complex. We discuss two investing strategies called dollar cost averaging and a lump-sum amount. We analyze historic market data from 1927 to present time. High Impact life discusses organizations and opportunities that allow people to volunteer to teach languages to a diverse group of people. These are lessons that can be helpful in 2020 and beyond!

Welcome to the Retirement Lifestyle Show! We discuss seven common retirement questions people currently have. The Science of Happiness takes a look at the World Happiness Report for 2020 to see what country ranks the highest. Lastly, we answer some questions our listeners have in our new segment called Ask The Experts.

This we week have Priti Malhotra, Real Estate Consultant, share her expertise. She discusses how to approach real estate during the pandemic, supply and demand, sellers market vs. buyers market, the interest rate environment and the important trends you need to know in 2020 and beyond.

Prioritizing your goals and creating a plan to achieve them can sometimes be complex. Advisors can create detailed plans and educate you when it comes to important topics in your life to help you obtain peace of mind.

Join us to discuss a Erik’s financial plan in real time! This will show you how you can adjust your financial plan and accomplish your goals regardless of what is happening in the market.

Welcome to the Retirement Lifestyle Show! Can the current market rally continue? We discuss various investment style approaches and analyze the current market trends. We examine the common patterns market recoveries can form. These are lessons that can be helpful in 2020 and beyond.

We discuss how to turn your vision for retirement into goals. Creating goals allows the opportunity to take action in achieving your ideal retirement. Detailed planning can help you accomplish your goals to bring you one step closer to your vision. These are lessons to set you on the path for the retirement of your dreams.