Bringing three dimensional planning to life through our weekly radio show and podcast.


Ahhhh for the love of Pete! Not another Annuity sales seminar! Why are these always part of a retirement spiel and are they necessary? We are going to look under the hood a little bit and see why these are a possible fit for retirement “build your own pension” programmers. (pardon the lousy audio. Sometimes we get it and sometimes …. ouch)


Social Security is one of our largest well known pension programs. How did we get this national entitlement program and what are some of the ways we can plan around this in retirement? 34-year Social Security Veteran Ken Baron will break down some myths and help us uncover the mystery of Social Security