With social distancing, layoffs, and working from home, many of us now have the free time to dedicate to making the important financial decisions that we have been putting off. In this episode, we discuss some ways to turn the virus into a positive in your financial situation. If you would like to schedule a conversation, please either email [email protected] or CLICK HERE to schedule a ZOOM call.

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Back to BASICs of personal finance during the COVID-19 Pandemic
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  • Retirement planning is not about retirement. That's the provocation David opens with — and he means it. This episode isn't another checklist. It's a ground-up rethink of what the 5-to-10-year sprint before retirement actually demands: emotionally, philosophically, and financially. [...]