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estate planning

159 | Do I REALLY Need a Trust?

Podcast
Welcome to episode 159 of The Retirement Years on Profit Boss® Radio! In this episode, we’re talking about estate planning. As in wills, trusts and powers of attorney. I know, it’s not sexy, but it is important.  Estate planning isn’t just something for people with a lot of money. It’s about making things as easy…
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Coronavirus

158 | Coronavirus and Your Money

Podcast
Welcome to episode 158 of The Retirement Years on Profit Boss® Radio! In this short episode, we’re talking about what’s happening in the stock market in the aftermath of the coronavirus outbreak.  Unfortunately, the coronavirus (COVID-19) is here. My heart goes out to all of the individuals, families, communities and countries that have been affected.…
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financial advisor

157 | What Does a Financial Advisor Actually Do?

Podcast
Welcome to episode 157 of The Retirement Years on Profit Boss® Radio! In this episode, we’re talking about what financial advisors actually do. Perhaps you’re really starting to come into your own as an earner and thinking you could benefit from working with a financial advisor. Maybe you’ve met with several people who all call…
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