Preview Mode Links will not work in preview mode

Wise Money Retirement

May 24, 2021

There are a TON of questions you might have while trying to find the right financial professional. Leah and Roland go over the most common questions they hear from clients


May 13, 2021

Leah and Roland discuss some habits you should consider eliminating. Mindless spending, paying for subscriptions you don’t use or when was the last time you calculated all the money you spend on eating out? Find out how breaking these financial habits could set you ahead for your financial future.


May 6, 2021

Do you know how taxes could affect your retirement income, possibly including your Social Security and 401k & IRA withdrawals? Leah and Roland discuss how to calculate your tax rate and to be aware of your tax burden in retirement.