Summer Delays Getting to Our Office

Over the course of the summer, you may experience delays in getting to our office. The former Bristol Myers Squibb site in Hopewell Township, east of Pennington Borough is currently being developed by BeiGene pharmaceutical company with the construction of new labs. In order to complete these structures BeiGene has 235 prefabricated modules arriving at[...]

Ep 219: People That Cry Wolf in the Financial World

On this episode: There are plenty of people in the financial world that are guilty of crying wolf. No matter what is happening, they always preach the same message, which means we have to learn to tune them out. That’s not always easy, however, and people will often make bad financial decisions because they’ve been[...]

Ep 218: Dissecting Financial Lies You Might Hear

On this episode: There are some financial advisors who are just flat-out liars, but that’s actually pretty rare. More often, advisors are guilty of making statements that they’ve been conditioned to say over the years, even if those statements aren’t exactly brimming with truth. Today we’re going to take a little time to talk about[...]

Ep 217: Creating Predictable Income in Retirement

On this episode: Creating a steady income stream in retirement is a goal everyone has because it allows for a steady and reliable life, but how do you achieve that within your financial plan? In this episode, Victor will explain how we approach income planning in retirement and the challenges facing anyone trying to put[...]

Ep 216: Cleaning Out Your Financial Closet

On this episode: For some people, now is the time for spring cleaning, which often means diving into a cluttered closet and getting it cleaned out and organized. When you think about your finances, that can often be very similar to that closet that you stuff anything and everything into. In this episode, let’s see[...]

Ep 215: Traditional vs Roth – What You Need to Know

On this episode: Many Americans will use the IRA to save for retirement and build a nest egg that will help fund the next chapter of life. When it comes time to contribute money, should those funds go into a traditional IRA or a Roth? It seems that most people don’t have a clear picture[...]

Ep 214: Why the Customer Isn’t Always Right in Financial Planning

On this episode: In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.”  But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s[...]

Ep 213: What’s the Difference?

On this episode: Financial planning can be pretty complicated. From strategies to investments to planning items, there’s a lot to learn and some of these things seem awfully similar. In this episode of Retirease Radio, we’re going to play a little game of ‘What’s the Difference’ and highlight some of the terms that a lot[...]

Ep 212: This One’s On The House… Factoring Your House Into Your Financial Plan

On this episode: On this episode of Retirease Radio, Victor Medina explores some of the most common questions people have when it comes to homeownership in retirement. We'll cover topics such as paying off your mortgage, downsizing to a smaller home, borrowing money through home equity lines and reverse mortgages, and navigating home-related estate planning[...]

Ep 211: Repurposing Your Old Financial Accounts

On this episode: If you’re like most people, you probably have some financial accounts that you don’t give much attention. The statements are just collecting dust in your file cabinet but they might actually be hidden gems that could be put to much better use. On this episode of Retirease Radio, let’s talk about some[...]

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