Ep 86: Asking the Wrong Questions
How do you get the financial answers you need? Start with the right questions! We discuss what kinds of things you should be asking in order to work toward your financial goals.
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Fees
Ep 84: Hidden Expenses
What kind of fees or expenses are you overlooking? We talk through common areas where costs sneak up.
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Ep 76: Mistakes to Avoid When Choosing a Financial Advisor
Everyone wants to make the best decisions when it comes to their money and their future. In what ways can you avoid making mistakes when choosing a financial advisor?
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Ep 73: Questionable Financial Advisors
What are the questionable kinds of financial advisors you should look out for? On today’s podcast we have a bit of fun as we categorize a few different types of advisors you may want to steer clear of.
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Common 401K Mistakes
Have a 401(k)? They can be a great tool to have, let’s talk about what mistakes do you need to look out for.
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Is Your Financial Advisor Doing This?
Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial advisor.
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Taking Out the Trash From Your Portfolio
When was the last time you looked through your financial portfolio and got rid of the things you no longer need? As you move closer to retirement, your strategies will change and adjustments need to follow. So let’s look at four areas that you might considering trashing from your portfolio.
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Do You Know What Fees and Commissions You’re Paying?
Have you ever wondered why some advisors get paid in fees while others take commissions from your investments? Today we’ll explain the difference, what you should consider, and why your portfolio expenses are probably higher than you realize.
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