Spending some time introducing the flexible and important brokerage account. Much of the focus with investing is on retirement, but non-retirement investing is another valuable piece to the puzzle. This episode focuses on the difference of a traditional brokerage account and the benefits it can give an investor for many different options.

Opening up the discussion on Retirement Planning, touching on some of the inputs that go into planning for retirement along with introducing probably the most popular way to draw down funds in retirement, the 4% Rule. More in depth episodes will follow down the road.