JT and David discuss the top 5 issues to consider before retirement. They include: -Cash flow: How much will you need? -Income: Where will your money be coming from? -Health Insurance: What will you and your family do for health insurance? -Investment Management in retirement: will you change how you are invested in retirement? -Tax Planning in retirement: Factors to consider when accounting for taxes in retirement.

Firm founder and Managing Partner Tim Smith joins JT Cox on the podcast to discuss the founding of Continuum Wealth Advisors.

Often overlooked, property and casualty insurance plays a key role in one's financial plan. David is joined by Lisa Losito from Tompkins Insurance to discuss the key points as it relates to protecting your assets.

What does it mean to be an investor? In this episode JT and Dave discuss what it means to invest in the market. We will address some misconceptions while diving into the purpose of why people invest.

Today we are joined by a special guest, Bruce Cheney, from Arctic Wolf. Bruce is a senior sales engineer with the company whose main focus is protecting companies from hackers. He will help us to identify steps that people can take to protect their personal data online.

The buckets of money allow you to feel confident taking distributions from the portfolio while living on the income and dividends the portfolio generates.