Episode # 208 – October 14, 2020

Building a financial plan is a little like building a house. On this week’s podcast, we utilize this analogy to help you visualize your financial plan. Your house or plan needs a foundation, walls, roof, etc. As you listen in, think about whether or not your financial house is built to last or whether it might need a little “fix up”. Want to talk with Glenn about your financial house? Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com and get on his calendar. Glenn’s available for in person or virtual meetings. As always, remember to click the “Share” button to share our podcast with friends, family and colleagues.

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In these challenging times, the government has taken steps and enacted legislation designed to provide additional flexibility and access to retirement accounts. On this week’s podcast, we discuss ways that the recently passed CARES Act addresses retirement accounts. Our objective is to provide a big picture overview and to encourage those who have been impacted by the coronavirus to explore all of their options prior to accessing their retirement accounts to meet current challenges. Click here for an overview of COVID-19 Retirement Account Relief. If you’d like some guidance, simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to schedule some time with Glenn. Glenn is available for both in person and virtual meetings. Click the “Share” button to share our podcast with friends, family and colleagues.

As you know, the Coronavirus has created disruptions and difficulty all across the globe. On this week’s podcast we take some time to discuss disruptions and changes folks are experiencing in everyday life, as well as, the state of the economy and retirement plans. As you listen in on our conversation, we hope you gain some insights that will help you deal with the impact of the Coronavirus. If you’d like to discuss your plans or situation, simply give us a call or visit ScheduleSomeTime.com to schedule some time with Glenn. Glenn is available for both in person and virtual meetings. As always, please feel free to share our podcast with friends, family and colleagues.