Ep 54: Financial Proverbs That Can Help You
We made a list of some financial proverbs that we thought might be able to help you in your financial situation. Find out what you can glean from these wise words.
Ep 53: DIY Financial Planning
People love do-it-yourself projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design and how to do those things without professional help. Today we're talking about the DIY mentality in retirement planning.
Ep 52: Things You Don’t Consider for Retirement
When planning your retirement, there are some key details you need to consider. For instance, will you need to support your parents or kids later on? We’ll explore this and other questions on today’s show.
Ep 51: Style vs. Substance in the Financial World
On today’s show we’re talking about some of the stylish things in the financial world that can distract you from the substance that you should really be focused on. We’ll explain why you should watch out for sales brochures, hypothetical projections and testimonials.
Ep 50: Are You Asking the Wrong Questions About Your Finances?
A lot of people have questions about their retirement plan, but you might be asking the wrong questions. We’ll share some common wrong questions and what better questions might be.
Ep 49: What it’s Like to Be Our Client
Today we’re focusing on what it’s like to be our client. We’ll explain how the relationship between a client and financial advisor evolves and how having an advisor can be beneficial for you.
Ep 48: Do You Want to Retire Early?
Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We’ll share some challenges they face and how to know if early retirement is for you.
Ep 47: CPA Shares Business Advice, Mistakes to Avoid
If you are a seasoned business owner, today’s episode is for you. Jimmy Eggers, a partner at Smith Leonard Accountants and Consultants in High Point, N.C., is sharing business-planning expertise, strategies and mistakes business owners make.
Ep 46: Answering Your 401k FAQs
We get a lot of questions about 401Ks, so we thought it would be a good idea to address as many of them as we can. See if your 401k question is addressed on today’s show.
Ep 45: Financial Planning Tips for Couples
What do married couples tend to disagree about when it comes to money? What financial matters do they often fail to communicate about? We’ll share some of the primary things that need to be discussed and decided between partners before true financial planning can begin.
