Ep 61: Mailbag: Mortgages, Charities and Retirement Goals
We're taking your questions by email this week to see what’s on your mind and how we can help with your finances.
We're taking your questions by email this week to see what’s on your mind and how we can help with your finances.
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we’ll address a few of these issues and help you become better prepared when it comes to building your financial plan.
Are you someone who doesn’t mind riding the rollercoaster of investment ups and downs? If so, you are more of a risk taker. But not everyone is. Today we’re talking about risk tolerance and how to figure out what your level is.
We made a list of some financial proverbs that we thought might be able to help you in your financial situation. Find out what you can glean from these wise words.
People love do-it-yourself projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design and how to do those things without professional help. Today we're talking about the DIY mentality in retirement planning.
On today’s show we’re talking about some of the stylish things in the financial world that can distract you from the substance that you should really be focused on. We’ll explain why you should watch out for sales brochures, hypothetical projections and testimonials.
April 2022 Market Brief: Each month, Craig Moser, CFP®, CRPC®, records and produces Market Brief. The goal is to share his experience and insights related to various financial markets. This concise overview looks at [...]
A lot of people have questions about their retirement plan, but you might be asking the wrong questions. We’ll share some common wrong questions and what better questions might be.
Today we’re focusing on what it’s like to be our client. We’ll explain how the relationship between a client and financial advisor evolves and how having an advisor can be beneficial for you.
Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We’ll share some challenges they face and how to know if early retirement is for you.