The Heart Of Your Money: Inspiration For Financial WellnessThe Heart Of Your Money: Inspiration For Financial Wellness

Cash on the Sidelines & Should Your Advisor be on the Hot Seat? | Pitfalls of Variable Annuities and Others & Retirement Isn't Set it and Forget it

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On this week's episode:

  • Are you letting cash sit on the sidelines while inflation erodes its value? This episode tackles why “lazy money” and outdated strategies can sabotage your retirement.
  • Learn the signs your financial advisor should be on the hot seat—and why proactive communication matters.
  • Discover how taxes, inflation, and sequence of returns can dramatically impact your nest egg.
  • Explore the pitfalls of variable annuities, whole life insurance, target date funds, and undiversified company stock.
  • Find out why retirement planning isn’t “set it and forget it”—and how regular reviews and guaranteed income strategies can protect your future.

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  1. The Heart Of Your Money: Inspiration For Financial Wellness

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The Heart Of Your Money: Inspiration For Financial Wellness

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