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Episode Show Notes:

Today’s show combines two fun topics – finances and football. Believe it or not, planning for your financial future has some similarities to the sport of football.

In retirement planning, some people try to be successful without having a coach at all. Others keep the same coach that they’ve had for years, even though things aren’t working out with him.

We’ll explain why you need to design a portfolio that puts you in victory formation.

On this episode, we’ll share:

  • Why mistakes in the financial red zone are so costly. (0:45)
  • Why the hurry-up offense is a bad idea for your finances. (5:28)
  • Why you need to stop worrying about the victory formation with your money. (7:08)

Listen to more of our conversation in the podcast or reach out to us to talk about your financial situation and goals.


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