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Ep 53: Who Even Needs A Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor…

2022-03-01T12:05:06-06:00March 17th, 2022|Podcast|Comments Off on Ep 53: Who Even Needs A Financial Advisor?

Ep 18: Obsolete Retirement Planning Ideas

Just like your iPhone or your computer can become obsolete and need to be replaced, the way that some people think about retirement is obsolete and needs to be replaced. Let’s talk about some outdated ideas that people still cling to.

2021-03-01T10:56:08-06:00October 1st, 2020|Podcast|Comments Off on Ep 18: Obsolete Retirement Planning Ideas

Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.

2021-03-01T10:57:30-06:00August 20th, 2020|Podcast|Comments Off on Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse

Ep 7: Financial Crossword

If you’ve ever done a crossword puzzle, you know how much a wrong answer can mess you up. You might think that you have the right answer for 17-across, but you just can’t figure out how the answer to 13-down starts with the letters “XC.” Well, the problem is that you have the wrong answer in 17-across, and that X should really be an S.

2021-03-01T11:02:27-06:00April 16th, 2020|Podcast|Comments Off on Ep 7: Financial Crossword
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