In this episode, we explore the first six of ten common mistakes that wealthy individuals often make in their 50s as they approach retirement. We discuss the importance of reassessing investment strategies, the risks of not planning for healthc...

In this informative episode, Goodwin Investment Advisory dives into healthcare options for those considering early retirement with guest expert Merle Jabr from Potter Risk Advisors. Many clients wonder if they can afford to retire early, but he...

The podcast features a discussion with Merle Jabr, a health insurance expert who has helped many retirees navigate their Medicare options, including group plans for businesses. The host,

In this episode, Justin Pitcock, CFP®, shares valuable insights on how to estimate your expenses in retirement. Many individuals find it challenging to figure out how much money they'll need each month after they retire. Justin breaks it down b...

In this episode, Ray Brown and the Goodwin Investment Advisory team discuss when and why homeowners should consider refinancing their mortgage. They cover topics such as the importance of interest rates, the difference between principle and int...