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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 64: How Procrastination Dooms Your Financial Future

People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them…

2022-08-22T16:40:54-05:00September 1st, 2022|Podcast|Comments Off on Ep 64: How Procrastination Dooms Your Financial Future

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
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