The Sandwich Generation. You may have never heard of it, but we bet you know someone who has experienced it.
In this podcast, we discuss at length ways to help prevent the very serious challenges o...Show More
When you envisioned your retirement did you imagine that you would be working? Part-Time Retirement is far more common now in all income classes: lower, middle and upper- and there are a lot of reason...Show More
IRAs are a valuable tool for retirement planning but can be confusing. Travis and Kelly help you break down the defining terms of these two types of IRAs, then they discuss the similarities between th...Show More
In Episode 3, Travis and Kelly celebrate the 20th birthday of the Roth IRA. Looking briefly into the history of the Roth IRA helps to reveal a lot about why both Traditional and Roth IRAs exist, and f...Show More
Nobody warned us that the most challenging part of being an independent financial advisor-a fiduciary-meant representing so many people that we care about. Join us as we discuss those difficult conver...Show More
Welcome to the Investment Answers Podcast. Your hosts are Travis Terlau, Certified Financial Planner™, an Independent Investment Advisor Representative, and founder and CEO, along with Kelly Terlau Ch...Show More