Invest In Your Life
by Sam Martinez
January 16, 2024 8:00 pm
We’ll help you simplify your financial life so you can invest your time, energy, and resources in your most important and valuable priorities. As you move along your financial journey, complexity grows. That complexity creates uncertainty, and uncertainty creates fear. We’ll bring interdisciplinary specialists to the table to tackle the challenges and opportunities our clients are most often facing, breaking them down into simple-to-understand and easy-to-act-on steps so you can make decisions with clarity and confidence.
Recent Episodes
24 // Married & Retiring: Facing Common Challenges in a Transitional Season
11 months ago23 // Death and Taxes Recap (Taxes)
12 months ago22 // Death and Taxes Event Recap (Death)
12 months ago21 // RMDs & QCDs
12 months ago20 // Social Security Considerations
1 year ago019 // Generosity and Deductible Giving - Part 3
1 year ago018 // The Power of Strategic Giving to Individuals - Part 2
1 year ago017 // US Retirement System Report Card
1 year ago016 // What Motivates Generosity? - Part 1
1 year ago015 // Should I Buy a New Home Now, Or Wait It Out?
1 year ago