Hear from founder and president, Tim Doehrmann.
I talk about the difference between a retirement rehearsal and a practice retirement and how either can help you determine if you are ready for retirement.
Understanding investment fees is challenging! In this article, I discuss why investment fees are traditionally so high, how to think about value in relation to an advisor's fees, and why Eagle Ridge Wealth Advisors is different when it comes to value and transparency.
Does The SECURE Act address millions of Americans that are unprepared for retirement? I review 7 provisions of The SECURE Act and how they might affect you.
This week we dig into Social Security. Optimizing Social Security is one of the biggest value-adds a good advisor can provide to the retirement planning process. I talk about why you shouldn't claim Social Security benefits just because you can, how important Social Security is for so many Americans and why the Social Security program isn't going anywhere anytime soon.
Retire Your Way Radio is a podcast hosted by me, Tim Doehrmann, CFP. In this first episode, I talk what you can expect in future episodes and why someone would want to work with a fiduciary. I also describe my backstory including how I went from running a hardware store to running a fiduciary, registered investment advisor firm.
Not only can delegating reduce stress and let you focus on things that matter most but it can also improve your finances. Not sure if you're ready to start delegating? Here are surefire signs.