Ep 94: Don’t Screw It Up
When it comes to your investments and your financial plan, the last thing you want to do is mess it up. We talk through a few ways this can happen and how to avoid them.
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Ep 91: The Ten Years Before Retirement
What do you need to mark off your to-do list in the ten years before retirement? On today’s episode, we’ll explain a few of the big items you want to consider in this retirement planning time period.
Read MoreEp 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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Ep 75: Lazy Money
Is it time to put your lazy money to work? On today’s show, we talk about what lazy money is and why you shouldn’t keep too much of it lying around.
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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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Market Update: Coronavirus and Its Impact
Should you get caught up in the fear and uncertainty when it comes to the Coronavirus? What kind of impact could it have on you and your financial plan? Let’s discuss the biggest international story in early 2020.
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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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Why a Portfolio is Not a Plan
How effective is a portfolio that isn’t working in conjunction with a plan? If you’re just looking at the numbers in your accounts but not considering how that’s complimenting the other pieces to your plan, it’s not much more than speculation. This week we discuss why having a collection of financial products isn’t the same as having a plan.
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