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The Retirement Trainer

Dec 17, 2021

If you think back to where you were a year ago, you were probably excited for life to get back to some kind of normal. As we have come to find out, this year proved to be full of surprises with ongoing labor shortages, disrupted supply chains, and high inflation.

With that in mind, we know we can’t predict the...

Dec 10, 2021

We’re all busy this time of year–not just with holiday parties and shopping for gifts, but with a number of major financial deadlines. On top of that, it’s also time to look back at how you did financially in 2021 and create a plan to take you into 2022 and beyond.

Whether you’re giving to charity, making...

Nov 18, 2021

It’s the holidays–and that means we’re gearing up for Black Friday deals, Christmas gifts, and more.

Giving (and receiving) gifts can be a whole lot of fun–but it’s also one of the easiest times of the year to overspend, rack up credit card debt, and make financial decisions that feel better in the moment than...

Nov 12, 2021

Nanette Pfister is the VP of Sales for Epcon Communities, a community planning company operating in 29 states across the country. They’re a hugely successful franchise business with over 150 corporate employees, and as a housing provider, they were an essential business over the course of the COVID-19 crisis.


Oct 29, 2021

Today, we’re talking to Fred DeBiasi. He’s the CEO of Valley Central Bank, a community bank here in Ohio. Since the onset of the COVID-19 pandemic, he’s shifted his business model and worked to deliver a different kind of consumer experience in the face of a wide array of challenges. 

In his words, Valley...