Hoppy Retirement

Amy and Jeff discuss the hardest part of financial planning: Understanding the Why and helping clients feel comfortable discussing hard topics and asking questions. Featured Beer: Perfect Haze, a hazy/Juicy IPA that is one of Jeff's homebrews. Why this beer? Jeff's goal was to create a beer his wife would like, tune in to find out if she did.

Jeff gets Amy to take a calculated risk in this sour collab beer. With their special guest, they discuss how to identify your risks in your financial plan, sometimes risks you know, some that are often overlooked. Featured beer: Monster Party a Sour or Fruited Berliner Weisse collaboration from Third Wheel Brewing and Beer/Sauce.

Episode 4 Porters or Stouts: Does your Advisor's title matter? In this episode, Jeff and Amy with their all star guest try to tell the difference between a Porter and a Stout, while discussing all of the confusing ways to identify a Financial Advisor. Featured beer: "Double Mellow" 1880 Session Porter by Griesedieck Brothers Brewery, and Chocolate Milk Stout by 4 Hands Brewing Company

Episode 3: IPAs and IRAs. A great pairing for retirement. Both are complex and can take many forms. Jeff and Amy discuss what an IRA is and the benefits of having one as part of your plan. Sampling: Three Stacks of High Society, Modern Brewing

Episode 2: Fermentation Matters. We discuss why time is an ingredient overlooked but critical for creating efficiencies within an income plan. Sampling: Polymath Foeder Saison, Rockwell Brewing Company

Episode 1: Goals. Jeff and Amy discuss how knowing the goals is the start to a great plan in both craft beer and retirement planning. Sampling: German Lager, American Pale Ale, and Cream Ale. Same process, different goals, all great results