Our Blog

Advice from a Wealthy Retiree
by Dave Zoller, CFP® | May 24, 2023
https://youtu.be/AE4a9Y8MYv8

I got advice from a client recently that, in my 14 years of helping people retire, I hadn’t heard before, so I want to share it with you. This client’s been retired...

Surprising Retirement Truths
by Dave Zoller, CFP® | May 10, 2023
https://youtu.be/h7wT1W002AY

The beginning of retirement can be a pretty strange period of life. You’ve spent the last 20 to 40 years in working mode, and then all of a sudden it stops. It’s...