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Ep 60: Do You Concur? Picking Sides In Important Financial Debates

On this episode, we’ll try to pick sides in some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we’ll propose several different topics to see which sides of the debates you and your advisor should probably fall on.

2022-07-06T14:33:15-05:00July 7th, 2022|Podcast|Comments Off on Ep 60: Do You Concur? Picking Sides In Important Financial Debates

Ep 52: Do You Have A Money Bias? And How Much Is It Costing You?

On this episode, we’ll break down a recent CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing, and retirement accounts. Listen to see if you might be impacted by a specific money bias and for strategies to get it back under control.

2022-03-03T07:35:03-06:00March 3rd, 2022|Podcast|Comments Off on Ep 52: Do You Have A Money Bias? And How Much Is It Costing You?

Ep 28: How Women Can Make Sure They’re Involved In Financial Decisions

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.

2021-03-01T10:51:50-06:00March 4th, 2021|Podcast|Comments Off on Ep 28: How Women Can Make Sure They’re Involved In Financial Decisions

Ep 22: Is Diversification for Suckers?

If you look up quotes about diversification from famous investors, you might come across one from renowned investor Warren Buffet that will certainly raise your eyebrows. It goes, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” Yet, we’ve always heard about diversification being one of the keys to success for retirement planning. How can these seemingly different ideas both be right?

2021-03-01T10:54:33-06:00December 3rd, 2020|Podcast|Comments Off on Ep 22: Is Diversification for Suckers?
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