Ep 62: Take Out the Trash in Your Financial Life
Sometimes you just need to go through your financial life and take out the trash. Today we’re talking about the things that might need to be thrown out.
Ep 61: Mailbag: Mortgages, Charities and Retirement Goals
We're taking your questions by email this week to see what’s on your mind and how we can help with your finances.
Ep 60: Annuities 101
There’s a lot of confusion out there about annuities, probably because there are different types that do different things. We’ll explain how they work and how they might be used in your financial plan.
Ep 59: A Message To Good Savers
So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily.
Ep 58: The Final Decade Before Retirement
If you’re about a decade away from retirement, there are some important steps you need to take now to get ready. We’ll share some top tips for being prepared for stepping away from work.
Ep 57: Retirement Planning is Harder Than it Looks
As advisors, we are constantly immersed in retirement planning. But for the average person, retirement planning can be a lot harder than it looks. Today, we’ll break down whether Social Security, risk, diversification, and 401(k)s are truly easy or a bit more complicated than we realize.
Ep 56: Retirement Planning For Business Owners
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we’ll address a few of these issues and help you become better prepared when it comes to building your financial plan.
Ep 55: What is Your Risk Tolerance Level?
Are you someone who doesn’t mind riding the rollercoaster of investment ups and downs? If so, you are more of a risk taker. But not everyone is. Today we’re talking about risk tolerance and how to figure out what your level is.
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.
