Finance – Your Investment Partners With Paul & Garrett

Family Dynamics Today we will be talking about family dynamics. When you're transitioning from one generation to the next, there's often some hard conversations that need to take place. When do you bring a child in and what should they know, or if you're a child helping out mom and dad, what should you know and what can you do to help?Here are a few topics we will cover:* When to l

Ways Your Retirement Can Get Off TrackToday we are talking about ways your retirement can get off track. We discuss common mistakes that we've seen, and ways you may be able to avoid them. We also talk about questions you should be asking yourself through various financial stages.Here are a few topics we will cover:* 4 Common ways retirement can fall short* Work-optional phase* Sid

SECURE ACT 2.0 - What You Need To KnowToday we are talking about the recent legislation that was passed known as the SECURE ACT 2.0, we cover our approach to financial planning around the ever-changing legislative landscape, what unique financial planning opportunities the SECURE ACT 2.0 presents, and how you can fold this into your financial plan.Rules are always changing in Washi

What To Do With Extra SavingsIn today's episode, we will be talking about what to do when you have extra savings. We will discuss how to think through the different trade-offs and balancing those with your financial goals, how to approach paying down debt and more.The problem everyone wants to have - extra savings! We will be discussing what accounts and considerations you should h

BudgetingBudgeting can be one of the most boring categories, but it can also yield the most information in our financial spending life.In this episode, you get just me, Garrett! I will be covering four types of budgets that may work for you and how to decide if it's one that you should implement. While budgeting takes a lot of work, it can give you the clearest picture in your fina

CybersecurityEverything and anything you use online is a potential problem - check out today's episode for some cybersecurity tips to protect yourself and your loved ones.In this episode, you get just me, Garrett! I will discuss some cybersecurity ideas and tips around fishing and identity theft. I will also be discussing some things you can do around password management and some a

Starting The Year Out On The Right FootWhat are some different things you can do to start the year out on the right foot financially?In this episode, we discuss what issues you should consider at the start of the new year. We talk about personal goal setting and how to line up your investments insurance and estate planning up with your goals. We also touch on the importance of an e

End of Year Planning and ExecutionWhat are some different things you can do to wrap up the year financially?In this episode, we discuss different issues you should consider before year end. We cover what to look out for, as well as the areas you may need to pay attention to. We also discuss why it's good to look back over your favorite and least favorite purchases of the year and a

All About Annuities What is an annuity?In this episode, we discuss what an annuity is, the types of annuities, and when you should be buying them. Here are a few topics we will cover:* Fixed annuities * Variable annuities * Shifting risks* Other options and alternatives Thanks for tuning in. Questions about today's episode let us know.https://ascendinvestment.com/(801) 476 - 1200

The Retirement Danger Zone Common mistakes and considerations for the years right around the time of retirement.In this episode, we discuss different mistakes and considerations on how to make retirement enjoyable so you can sleep well at night.Here are a few topics we will cover:* Plan for a longer than planned life expectancy - it's better to be overfunded * Having the right numb