Solving Common Problems for Pre-Retirees & Retirees

Solving Common Problems for Pre-Retirees & Retirees

Are you concerned about market volatility? In episode 27 of All Things Financial, Trey and Yelisey want to erase your fears of the potential hazards of the stock market and disperse five steps to prepare for a possible stock market crash in the future. Plus, the guys...
Bringing Your Retirement Vision to Life

Bringing Your Retirement Vision to Life

Retirement is more than just leaving the workforce—it’s an opportunity to design a life you’ve always envisioned! In episode 26 of All Things Financial, Trey and Yelisey how “smart vision” and “smart inspection” play a key role when planning for your retirement. Plus,...
The State of Retirement in the Year 2024

The State of Retirement in the Year 2024

In episode 25 of All Things Financial, Yelisey and Trey break down the importance of understanding the “retirement red-zone” and go through the 401k checklist that could help you build a better retirement. Nobody cares more about your money than you do. But Yelisey...
Avoid Top Fears of Retirees – Make Sure Your Money Lasts

Avoid Top Fears of Retirees – Make Sure Your Money Lasts

As you near your retirement, proper planning is essential to ensure financial stability in retirement. In episode 24 of All Things Financial, Yelisey and Trey break down three important steps to solidify that your money lasts in retirement. Plus, the guys discuss how...
Preparing for Retirement in Very Uncertain Times

Preparing for Retirement in Very Uncertain Times

Have you heard from your advisor lately? In episode 23 of All Things Financial, Retirement Planning Specialists Yelisey Kuts and Ryan Moffitt discuss why getting a second opinion on your financial portfolio is a must in 2024, and why re-balancing your portfolio could...