Investing By Profession
What we want to do today is think about the clients we work with, the styles of people that we see, and determine if there are any investing similarities between people in the same industry.
Taking A Look At Retirement Statistics
Today we’re talking about retirement statistics. For example, did you know that 56% of Americans lose sleep when they think about retirement? That’s no way to live your life. That’s why we’re here to help you plan.
Is Your Plan Facing Imminent Disaster?
Let’s talk about some of the areas of your financial life where disaster might be right around the corner.
Evaluating Long-Term Care Options
If you live long enough, chances are you will need extra medical help, and those expenses can add up quickly. On today’s show, we’ll share some questions you should consider when deciding whether you need long-term care insurance.
Financial Laws to Guide Your Planning
Just like the law of gravity in physics, there are financial laws that we need to consider. We’ll share several important ones today, including the laws of behemoths, rising taxes, market movement, and expectations. Do you know what the behemoths are?
Things to Consider with Your 401(k)
For many people, a 401(k) is their most powerful retirement savings vehicle. That’s because they’re able to contribute so much to it and their employer is often contributing as well with a company match up to a certain percentage. Since a 401(k) is so easy to use, there may be some things you’re overlooking with it. Tune in as we cover some important 401(k) considerations in this episode.
Ep 77: Grading Your Financial Competency
When was the last time you took a test? It’s probably been a while, right? On today’s show, we’ll invite you to grade your own financial competency by seeing how many of these questions you can answer confidently. We’ll explain why it’s so important for your financial future that you know the ins and outs of these questions.
Ep 76: Building Your Financial House
For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. Today we’ll share some similarities in building a strong financial plan and a dream home.
Ep 75: Don’t Get Lost in Retirement Planning
Getting lost while driving your car or hiking in the woods is kind of like getting lost in retirement planning. The good news is there are ways to get back on track financially, and we are here to help you do that in today’s episode.
Ep 74: Hindsight Is 20/20
It’s easy to look back in hindsight and say “Knowing what we know now…” but unfortunately, we can’t predict the future. And since we can’t, the next best thing is to learn from others’ experiences. Today we’ll share some situations where folks probably wish they’d made different decisions in their finances and how we can learn from it.
