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Ep 65: Going Against the Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

2022-08-22T19:01:57-05:00September 15th, 2022|Podcast|Comments Off on Ep 65: Going Against the Grain

Ep 46: Unreasonable Requests

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.

2021-11-29T08:51:47-06:00December 2nd, 2021|Podcast|Comments Off on Ep 46: Unreasonable Requests

Ep 45: Tax Consequences – Pros & Cons of Various Account Types

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.

2021-10-14T18:16:54-05:00November 18th, 2021|Podcast|Comments Off on Ep 45: Tax Consequences – Pros & Cons of Various Account Types

Ep 2: Where to Find Bias in Financial Media

It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media.

2021-03-01T11:01:45-06:00February 6th, 2020|Podcast|Comments Off on Ep 2: Where to Find Bias in Financial Media
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