Sometimes it might seem like talking to your financial advisor feels like talking to a therapist, and that’s ok. Let’s discuss some scenarios where it’s almost inevitable that a talk with your advisor seems like a counseling session.
It's a mailbag edition of the show! We will be answering some listener questions that have come in. This time around, we will discuss the tax implications when you sell an inherited home, what true diversification is, and long term care considerations.
Today's Puzzle: We often find that people are clinging to certain ideas or beliefs that end up giving them a sense of false hope about their retirement. It’s a dangerous position to be in. Let’s explore some of the faulty thinking that ultimately leaves people underprepared for retirement. [spp-player url=https://financialpuzzle.podbean.com/mf/play/jqcffb/157_-_NIKKI_EARLEY_-_RETIREMENT_READY_98lat.mp3] (Click [...]
Today's Puzzle: We get the question quite a lot about whether someone needs a financial advisor so Dan Cuprill shares a real-life example of a couple he worked with to provide a case study for how the process plays out. We’ll call them the Parkers, and we’ll walk through their first [...]
Today's Puzzle: No one wants to think about death but thinking about how your assets will be handled when you’re gone is a necessary part of life. Effective estate planning can leave you in control of your hard-earned money and investments, but it can also make the process clear and efficient [...]
We've all pondered the idea of what will become of our home when the time comes. On today's podcast, we'll examine how to leave your home as an inheritance.
One of the most misunderstood asset classes is going to be explained and exposed on today's show. This episode gets into the world of life insurance – in a quick and interesting way. Class is in session so take a seat and get ready to learn some extremely valuable information about [...]