Money is a topic that crosses our minds daily. So much in our lives, we think about our money for bills/necessities, therefore we think we think once we get a paycheck, we need to spend on the monthly payments. Have you ever thought about how you spend, then save, then give whatever is left over? Cody Braun, President, goes into details on another way to think about your money and what is this money really for? 

What Is Your Money Really For?

Give, Save, Spend

Divorce cannot be desrcibed without the word finace, which is why you need a Certified Divorce Financial Analyst to help you through a situation as complex as divorce. A CDFA is a calming presense and a strong resource to help you make the best decisions for your future. 

Divorce is not Taboo

When seeking out a Financial Adivsor that is the best fit for you, a lot people don't know which questions are "right" or appropriate. A lot of the time, when working with a financial adivsor, the final decision is the relationship and trust. Tyler Braun, Financial Advisor, will go into some questions to make sure you ask your advisor to ensure you are on a successful path! 

Questions to Ask Your Financial Advisor

To save or to spend your hard earned money? We go through case studies talking about different situations on when you should save or spend for the future. There is a balance to enjoying a wonderful life and still building for a successful future.  

Saving Vs. Spending

Taxes, finance, investments, OH MY! Taxes are a complex subject and Tyler Braun, Financial Advisor (NOT A CPA), talks about taxes and what the ideal outcome you would want. 

Taxes and Finance

What is your time horizon? This is based on your goals, retirement, social security and income. Tyler can help you stager smaller time horizon goals to help you achieve you bigger and better. We can help you establish what is truly important to you, and then we can help determine a time horizon for this goal. 

How Much Time Do You Have?

8 Things I Wish I Knew Before Retirement is a book on the journey of retirement. In retirement, everyday is a Saturday, and what are you going to do with that day? Many people associate money -- how much money do I need to retire? Everyone will focus on money, but you don't work for 40+ years to have money and then not know what the next step in? You are more than a number, you are finding happiness and purpose in retirement. As financial advisors, we are here to help you find what truly defines your happiness, especially in retirement. The Tranel Financial Group is here to help you find your purpose in retirement. 

Purpose in Retirement

Roch Tranel, CEO and Founder of The Tranel Financial Group, talks about his journey to developing 8 Things I wish I Knew Before I Retired. Roch has authored 3 books around Financial Advising, Retirement, and Investing. Roch's has a unique ability to help people retire.   

8 Things I Wish I Knew Before I Retired - Meet the Co-Author

Do you know how much money you need to retire and stay comfortably retired? 

How much money do you need to retire?

We are talking about the importance of cash flow, liquid assets, and interest rates. Tyler Braun, financial advisor, talks about paychecks in retirement. 

Cash is King

Qualified Plan Vs Non-Qualified Plan and how each plan plays into taxes. What is your money really for and how do (non)qualified plans relate to your retirement?

Qualified Plans

The very first episode of What Is Your Money Really For?! Tyler Braun, Financial Advisor, gives insight to some of the 567 ways there are to take Social Security. 

Social Security

Our goal is to find out what your money is really for. We will be interviewing professionals from all stages of life to stimulate the mind and understand how your money is working for you. Start listening today!

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What Is Your Money Really For?

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