Ep 89: Stuff Dads Say and Do
What do dads do that make us laugh or roll our eyes? What’s the equivalent in the financial world? Find out on today’s show!
Read MoreWhat do dads do that make us laugh or roll our eyes? What’s the equivalent in the financial world? Find out on today’s show!
Read MoreHow 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.
Read MorePicking the right financial advisor can be one of the most important decisions you make for your retirement, but many times we end up sticking with the wrong person. Many reasons cause can lead to this, but we often justify our decisions with a few common excuses. Let’s look at some of the common ones we hear from clients.
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