Schedule Your Retirement Check-Up: Making Up Lost Time

Schedule Your Retirement Check-Up: Making Up Lost Time

On this episode of All Things Financial, Yelisey and Trey want to stress the importance of making up for lost time in planning for retirement, and why scheduling a check-up for your portfolio is the smartest and safest way to go when planning for your future. Learn...
The Ultimate Tax Guide for Pre-Retirees & Seniors

The Ultimate Tax Guide for Pre-Retirees & Seniors

On this episode of All Things Financial, Yelisey is joined by Retirement Planning Specialist Ryan Moffitt to discuss how they can help pre-retirees as they approach their golden years. They also dive deep into the intricacies of tax planning, specifically for...
Retire Smarter by Avoiding These Critical Mistakes

Retire Smarter by Avoiding These Critical Mistakes

On this episode of the All Things Financial podcast, Trey and Yelisey share 10 important steps you should follow as you prepare for a successful retirement. Have a questions about planning for the future? Give us a call at (612) 286-0580 Episode 7 : Audio...
Follow These 10 Steps to Make Sure You Are Retirement Ready

Follow These 10 Steps to Make Sure You Are Retirement Ready

On this episode of the All Things Financial podcast, Trey and Yelisey share 10 important steps you should follow as you prepare for a successful retirement. Got questions about planning for the future? Subscribe to our YouTube Channel Episode 6: Audio automatically...
The Financial Headwinds for American Retirees

The Financial Headwinds for American Retirees

On this episode of All Things Financial, Trey and Yelisey break down seven financial headwinds that retirees should be aware of as they navigate through the rest of 2024. Plus, we break down a few red flags that may indicate your retirement course has gone off track. ...
Four Simple Tips to Boost Your Savings for Retirement

Four Simple Tips to Boost Your Savings for Retirement

On this episode of All Things Financial, Trey and Yelisey share four tips to boost their retirement savings. Plus, the guys share some sound suggestions about when you must take pensions. Subscribe to our YouTube Channel Episode 4: Audio automatically transcribed by...
How to Maximize Your Finances When Your CD Matures

How to Maximize Your Finances When Your CD Matures

On this episode of All Things Financial, Trey and Yelisey discuss what happens when your CD matures. Plus, the guys break down three election-year myths ahead of the 2024 election season. Subscribe to our YouTube Channel Episode 3: Audio automatically transcribed by...