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.

2021-03-04T05:00:22+00:00March 4th, 2021|Podcast|Comments Off on Ep 28: How Women Can Make Sure They’re Involved In Financial Decisions
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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?

2020-12-03T05:00:18+00:00December 3rd, 2020|Podcast|Comments Off on Ep 22: Is Diversification for Suckers?
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Ep 16: How To Build Your Financial House

For some people, the idea of putting together a financial plan doesn’t sound like much fun. But the idea of building a home sounds like a lot of fun. So let’s find the similarities in building a strong financial plan and a dream home.

2020-09-03T05:00:49+00:00September 3rd, 2020|Podcast|Comments Off on Ep 16: How To Build Your Financial House
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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.

2020-08-20T05:00:45+00:00August 20th, 2020|Podcast|Comments Off on Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse
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Ep 14: Classic Pre-Retiree Mistakes

There are some financial planning blunders that are interesting to talk about but are quite rare in reality. On the other hand, there are some financial planning mistakes that happen far too often. Let’s talk about the mistakes so many people have made in the past it has made them “classic”.

2020-08-06T05:00:25+00:00August 6th, 2020|Podcast|Comments Off on Ep 14: Classic Pre-Retiree Mistakes
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Ep 11: Are You Paying Attention To Your Biggest Assets?

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?

2020-06-18T05:00:24+00:00June 18th, 2020|Podcast|Comments Off on Ep 11: Are You Paying Attention To Your Biggest Assets?
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