Oct 25, 2023
Archie and Rob discuss this spooky mistake you could make: not matching your investment portfolio to your time horizon.
This episode on YouTube: https://youtu.be/XnzqS0RAOaM
Listen in on conversations with Certified Financial Planners Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay...
Oct 18, 2023
Archie and Eric Lewis, CPA will cover 4th quarter action items to save on taxes. Eric has worked in public accounting and hi-tech finance since 1995. Most recently, he was Executive Director of Walker Ventures, a $100 million early stage venture capital fund located near Baltimore, Maryland. Eric has served as...
Oct 11, 2023
Rob and Scott continue their conversation from last week, sharing more advice on retiree health insurance. In this episode, they focus more on Medicare Supplement plans and how to choose the right one for you.
Scott's bio:
With Scott’s 25 years of experience working in insurance, he is a
great resource as the Senior...
Oct 4, 2023
Rob welcomes Scott Aschoff from Medicare Back Office to the show, and the two discuss retiree health insurance. With open enrollment right around the corner, Rob and Scott provide valuable insights and information for those nearing retirement and considering their healthcare options.
Scott's bio:
With Scott’s 25...