We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
Ep 77: What It Takes To Make an Impact on Your Beneficiaries
In this episode, we discuss thinking of your estate as an act of giving to better impact your beneficiaries, what they receive, and when.
I’ve Saved Enough for Retirement. Now What? [Video]
In this video, we explore what holds people back from retiring with their savings, and the practical things you can do about it.
How do I Diversify My RSUs Before Retirement? [Video]
In this video, we explain how ESPPs, Blackout periods, and the Wash Sale rule all shape what you should do with RSUs before retirement.
Ep 76: Estate Planning Mistakes that Complicate the Inheritance Process
In this episode, we discuss mistakes we’ve seen in how assets are passed down and the ways paperwork becomes your beneficiaries nightmare.
Should I Retire Early? The Pros, Cons, and Hidden Costs [Video]
In this video, we explore the financial pros and costs, as well as the hidden costs we see as financial advisors when clients retire early.
Ep 75: How to Decide When to Move into a Retirement Community
In this episode, Michelle interviews Royce on the process of downsizing, picking the community, and what her family’s experience has been.
FDS Newsletter: Second Quarter, 2026
FDS Newsletter: Second Quarter 2026 | Interest Rates and the Budget Deficit | Social Security | Team Interview
Outlook for Interest Rates and the Budget Deficit
Explore the link between interest rates and the U.S. budget deficit, and how the Iran War and the Fed are impacting stock and bond markets
How to Use My Severance Package for Retirement [Video]
In this video we cover what to expect in a package, the option to negotiate, and how you can use your severance package for retirement.
When Should Early Retirees Start to Take Social Security Benefits? [Video]
In this video, we discuss when early retirees should take social security by explaining the age window and trade-offs taking this benefit
Ep 74: Is Your Marriage Ready for Retirement?
In this episode, Michelle interviews Dave and Diane about how they built their finances together and are now preparing to retire together.
