Ep 67: Retirement on the Gridiron

By |2022-12-15T08:53:16-04:00December 15, 2022|Podcast|

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.

Ep 64: Key Characteristics of a Good Financial Advisor

By |2022-11-02T16:08:52-04:00November 3, 2022|Podcast|

Today we’re chatting about characteristics of financial advisors. Everyone has different personalities, but what should you look for in an advisor? How much should likeability and listening skills play into the person you choose?

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