Fortress Financial Group

08/28/2026

What should your adult children actually know about your finances, estate plan, and wishes?
In this episode of Retire and Thrive, Dan and Kamie discuss the family meeting many retirees should consider having before important information is urgently needed.

A little preparation now can make things much clearer for the people you care about later.

Watch the full episode: https://youtu.be/lq8p73xzs2k

What would happen if your adult children suddenly had to step in an...

08/20/2026

Building more than homes. Building stronger communities together. 🏠💪

Our team was proud to volunteer with Habitat for Humanity and spend the day working together for a great cause. We’re grateful for the opportunity to support their mission and make an impact in our community.

08/14/2026

Yesterday we had the chance to celebrate a major milestone with the team. We are so grateful for all of our teammates!

08/07/2026

What if you could test-drive retirement before making it permanent?

A 30-day retirement trial can reveal a lot, from whether your budget actually works to how you’ll spend your time once the 9-to-5 is gone.

In this episode of Retire and Thrive, Dan breaks down how to simulate retirement, uncover expenses you may be overlooking, and think beyond the numbers to what you actually want your next chapter to look like.

Before you retire, give retirement a trial run.

🎥 Watch the full episode here:
https://youtu.be/vCIvQs6a03s

08/06/2026

Meet Joseph Nicholas of Fortress Financial Group.

Get to know the people behind Fortress Financial Group and the expertise driving our work.

08/05/2026

Cody Schaefer had Anders Larson on the podcast! Check out the latest episode of the Rochester Resource!

At just 19 years old, Pine Island golfer Anders Larson birdied his ...

07/31/2026

It’s photo Friday everyone

07/24/2026

Can ChatGPT replace your financial advisor?

In Episode 58 of Retire and Thrive, Dan Langworthy and Cody Schaefer explore how artificial intelligence is being used in business, retirement planning, and everyday life.

They discuss:

• Practical ways to use AI as a thinking tool
• Privacy concerns when sharing financial information
• How AI could improve efficiency inside financial firms
• Why human judgment, personal relationships, and financial coaching still matter

AI may help you ask better questions, but should it be trusted to guide your retirement decisions?

Watch the full episode here:
https://youtu.be/tVyh8j5OPm8

Can ChatGPT replace a financial advisor, or is artificial intellige...

07/17/2026

When should you start taking Social Security?

The answer is not as simple as choosing an age. Your income needs, health, retirement timeline, and long-term financial plan can all affect the decision.

In the latest episode of Retire and Thrive, we break down the questions to consider before claiming your benefits and explain why the right strategy looks different for everyone.

Watch the full episode: https://www.youtube.com/watch?v=ovQiXaclZXo

This content is for informational purposes only and is not intended as personalized financial advice.

When should you start taking Social Security?The answer involves ...

07/14/2026

Fortress Financial Group proudly sponsors Anders Larson.

Last week, Anders competed in the ISCO Championship in Louisville, Kentucky. Here is a quick recap of his Wednesday morning practice round.