Episode 74

Does the amount of your social security increase once you begin to withdraw?

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Episode 73

Assumed IRA vs Inherited IRA

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Episode 72

History Never Repeats Itself, but it Does Often Rhyme 

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Episode 71

What does a Bus Ride to Wyoming have to do with YOUR Retirement?

401K?…

Oh Yeah! That was a fun Bus Ride.

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Episode 70

Wait… Where are the boys?!

Heaven is often thought of as a place of eternal bliss, where people are free from pain and suffering. However, there is another way to think about heaven: as a state of being, rather than a place. This means heaven can be something that we can experience in this life

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Episode 69

Do You Celebrate Success? 

There are many ways to celebrate success. This week we’re gonna talk about a few. 

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Episode 68

What Could Go Right?

“The size of our dreams are proportionate to our self-confidence. If we can find ways to grow our self-confidence, the size of our dreams will also grow… START SMALL.”

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Episode 67

Failure is the Greatest Feedback

We work to plan our lives out, think we know how it will all end up. But what about when it doesn’t. What next? For the Orton’s it was a mini-retirement.

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Episode 66

Parents are the Nucleus of the Family – Orton’s Pt 1

Family first doesn’t mean mom and dad last.

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Episode 65

There’s No Chicken in Chicken Fried Steak

Just because we repeat something over and over doesn’t make it true. Similarly, just because someone believes something to be true, that also doesn’t make it true.

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Episode 64

Rules of the Roth IRA

It’s important to note that Roth IRA rules and limits can change from year to year, so it’s important to stay up to date with the latest information from the IRS

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Episode 63

The Saver’s Tax Credit

The Saver’s Tax Credit is referred to in IRS tax forms as the “Credit for Qualified Retirement Savings Contributions.” This non-refundable credit may be helpful if matched-savings plans, such as Individual Development Accounts (IDAs), are not available or when saving for retirement is a high priority.

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Episode 62

The First Rule of Daydreaming…

Problems in your life could be solved by daydreaming. Daydream now about what you want your life to be and what you want your retirement to look like.

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Episode 61

2022 was not a fun year, it was a growth year

Life gives us the opportunity to get better, grow stronger, see new perspectives…but it doesn’t always mean that we want to do it. It similarly doesn’t mean that we aren’t afraid of it either.

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Episode 60

Why did you do that?!

Growing up in a small town I had my share of “learning experiences” One such experience came about when my friend “Bodie” said we drive to the nearby town to where the road is inclined and drive my Chrysler Plymouth of a “jump”

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Episode 59

It’s easy to make a misstep when it comes to taxes

Most of the benefits from the Tax Cuts and Jobs Act of 2017 will expire in 2025. What is your plan to take advantage of these benefits? Did your eyes just gloss over from not understanding what we are talking about?

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Episode 58

The Tale of 3 Widows – Sometimes I wanna strangle life

What are you putting into place right now should your spouses life come to an end?

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Episode 57

The Tale of 3 Widows – Permission to laugh

At the passing of his dad – the question was not “What are we going to do?” the question was “What part of the already laid out process are we executing now”?

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Episode 56

The Tale of 3 Widows – Families, Finances, and Funerals

Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?

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Episode 55

Regrets, I’ve had a few

You open your mouth and say something to your kids that you immediately regret. Luckily, this story has a funny ending.

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Episode 54

Build a “Barf Free” Business/Neill Williams Pt. 2

“When you try to be everything to everyone, you accomplish being nothing to anyone.” — Bonnie Gillespie

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Episode 53

10 Hour Work Week/Neill Williams Pt 1

10 hours a week of work. Seems impossible. But what if it wasn’t. What if you could work less hours but accomplish more than you do now?

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Episode 52

I laugh now, but I wasn’t laughing then

One of the hardest things to do is be vulnerable and not allow ourselves to be taken advantage of. We want to be sincere and authentic.

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Episode 51

The first step out of hopelessness

Once you believe YOU CAN retire – the only question left is – What do you want it to look like?

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