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When it comes to financial planning, it’s OK to admit that you don’t know the answer to something. The real danger is thinking you know the answer to something when you actually have it all wrong.
Today we’re sharing some financial truths that we can state with confidence. For example, did you know that the market moves in cycles? Or how about the fact that you probably aren’t as risk tolerant as you think you are?
Different people have different levels of desire when it comes to finding their retirement date. Today we’re exploring these different levels of desire.
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.
Many things in the financial world are critical to your future financial success. But not everything is all it’s cracked up to be.
How much do you know about Social Security? You might think you know a lot about this topic, but there are a lot of myths out there to be aware of.
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?
Sometimes you just need to go through your financial life and take out the trash. Today we’re talking about the things that might need to be thrown out.
Sometimes you just need to go through your financial life and take out the trash. Today we’re talking about the things that might need to be thrown out.
We're taking your questions by email this week to see what’s on your mind and how we can help with your finances.
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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
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