Tag Archives: Retirement

A Conversation About Financial Independence Analysis with Thom Guidi, CFA, and Luke Hail, MBA, CFP®



True financial independence is when you’re working because you want to and not because you have to. Understanding what you have and what your goals are is the first step to becoming financially independent. 

In this episode, Thom Guidi, CFA, and Luke Hail, MBA, CFP®, discuss what it means to be financially independent and provide you with four actionable steps to help you move closer to your goal of financial independence.

Thom and Luke share more about:

  • What makes you financially independent
  • How to know when you are financially independent
  • How to maintain your financial independence
  • And more

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A Conversation About Buying or Renting A Second Home with Joe Patterson, CFP® and Rachel Rasmussen, MBA, CFA, CDFA®



Maybe it’s your goal to own a lake house or a second home. But have you thought about what buying versus renting might look like for your scenario?

In this episode, Joe Patterson, CFP® and Rachel Rasmussen, MBA, CFA, CDFA® discuss the pros and cons of owning versus renting and what might make sense for your unique situation. 

Joe and Rachel share more about:

  • What to consider when owning a second home
  • Considerations for renting a second property
  • How research can help you determine if you should buy or rent a home
  • And more

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A Chat About Health Savings Accounts with Zach Binzer, CFP®



Your health savings account may be more important and more flexible than you realize. While it was created to help people set aside funds for health care costs, the value doesn’t stop there. 

In this episode, Zach Binzer, CFP®, explains how you can maximize the value of your HSA and why it’s reasonable for some to consider it a retirement asset.

Zach also talks about:

  • The origin of HSAs
  • The triple tax benefit of contributing to an HSA
  • And more

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A Chat About a Retirement Hobby of Beekeeping with Dave Foster and Rachel Rasmussen, CFA, CDFA®



Finding a hobby you enjoy can make retirement that much sweeter. 

In this episode, Rachel Rasmussen, CFA, CDFA®, and Dave Foster discuss his retirement hobby of beekeeping. Dave shares about how we got into it, how he has managed to grow his operation and why he enjoys it so much. 

Rachel and David also chat about:

  • When he started beekeeping and why
  • Maintenance of the hives
  • What benefits he gets out of the bees
  • And more

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A Chat About Social Security with Luke Hail, MBA, CFP®



If you understand the way Social Security works and how it’s funded, you will understand why the probability of it running out of money is extremely low. 

In this episode, Luke Hail, MBA, CFP®, discusses the Social Security system’s benefits and some key points to remember before taking Social Security.

Luke shares more about:

  • When Social Security was established and why
  • Retirement, disability, and survivor benefits provided by the Social Security Administration
  • What factors impact when you should begin taking retirement benefits through Social Security
  • And more

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