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Take Back Retirement

Feb 28, 2021

About eight years ago, we had a client—let’s call her Alison. She was in her late 30s and doing great in her career. Her income was picking up. We had thought about the best way for her to save her money for the things she wanted to do, among which was to leave her high-stress job before the age of 65. One day I got...


Feb 15, 2021

Today’s guest is Sarah Brenner. Sarah is the Director of Retirement Education at Ed Slott and Company. She truly is an expert in IRAs—Individual Retirement Accounts—which for so many of us form the crux of our plan to save for retirement. But best – she knows how to explain the complicated stuff clearly.

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