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94. Spend It All

In this episode, Corey and Rachelle take a little inspiration from Bill Perkins and his book Die with Zero.  It’s an interesting concept (but scary to most people).  Ultimately, the idea is to use the resources you have while you can enjoy them.  Listen Here! Thinking...

93. Secure Act 2.0

In this episode, Corey and Rachelle discuss a few retirement savings and tax law changes.  One thing we like to say in planning, is that tax laws change all the time.  This is one example of how those changes can affect you and your retirement savings.  Listen Here!...

92. Leaving a Legacy

Leaving a Legacy from Finity Group LLC on Vimeo. In this episode, Corey and Rachelle discuss how to approach leaving money behind, whether that is for family, charitable causes, or the government.  Just kidding!  The goal is for YOU to be able to direct where your...