The financial red zone is a crucial time leading up to retirement. Big mistakes are going to be harder to recover from, so you have to keep your plan protected. Let's discuss exactly what the financial red zone is and how you should navigate this important time period.
If retirement is on your mind, then listen up to today’s show for a 5-part checklist that’ll help measure if you’re in good financial health and setting yourself up for retirement success.
You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.
We open up the mailbag to answer some of our listener's questions on today's podcast. We will cover managing your risk tolerance, options for a pension, and early retirement considerations.
Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.
There's a variety of different tax accounts to choose from, and while some seem good in the short term, they also carry long-term consequences. Let's further examine the different types and what pros and cons that accompany them.
Confidence is always important when it comes to a financial plan, but sometimes being overconfident can also be the demise of that plan.
Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up.
If you’ve ever ridden the subway in London, you’ve probably seen the “Mind the Gap” signs warning you to be aware of the gap between the train door and the station platform. Let’s talk today about minding the gaps in retirement planning.
We dedicate this show to answering some mailbag questions. Today we will discuss estate taxes, planning out a retirement with a significant age gap, and robo advisors.
Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Black Oak Asset Management and Silver Oak Securities, Inc. are not affiliated.
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