savings

Why a Long Life Can Be a Planning Risk

December 1, 2022 walter@thirdwheelmedia.com 0 Comments

https://youtu.be/PGU8elGDp6Q We all want to live a long, healthy life and thanks to developments in modern medicine, Americans are living well into their 80s and 90s on a regular basis. Life expectancy has increased by nearly a decade since 1970, and there’s no reason to believe that trend won’t continue into the future. While it’s…

Ep 9: The First Visit

July 21, 2022 walter@thirdwheelmedia.com 0 Comments

Coming in to meet an advisor for the first time can be a bit nerve wracking. So, on today’s episode, we’ll break down what the first visit with us looks like and what you can expect to learn.