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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 63: What They’re Saying: Analyzing Advice On Surviving A Bear Market

It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll breakdown the guidance to provide some important context and perspective.

2022-08-22T16:31:22-05:00August 18th, 2022|Podcast|Comments Off on Ep 63: What They’re Saying: Analyzing Advice On Surviving A Bear Market

Ep 62: Can You Get An A+ On Our Retirement Planning Quiz?

Don’t dread this as much as you hated hearing these words as a kid, but it’s time for a pop quiz! We’re putting retirement planning preparedness under the microscope with 5 critical questions to which you need to know the answers. So sharpen those pencils and let’s see how ready you are for retirement.

2022-08-04T11:53:58-05:00August 4th, 2022|Podcast|Comments Off on Ep 62: Can You Get An A+ On Our Retirement Planning Quiz?

Ep 58: What to Do as You Count Down the Days to Retirement

We’ve assembled a list of priorities to keep in mind as you count down the days to retirement. From getting healthy to thinking about a post-retirement career, what do we do as we count down the days to retirement?

2022-06-02T10:24:42-05:00June 2nd, 2022|Podcast|Comments Off on Ep 58: What to Do as You Count Down the Days to Retirement

Ep 56: The Most Important Birthdays In Retirement Planning

There are certain age milestones where you should really pay attention to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age.

2022-05-04T08:57:19-05:00May 5th, 2022|Podcast|Comments Off on Ep 56: The Most Important Birthdays In Retirement Planning

Ep 55: Home Run Retirement Planning – How Baseball Principles Also Score Financial Runs

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjack, and let’s take the financial field.

2022-04-19T12:44:23-05:00April 21st, 2022|Podcast|Comments Off on Ep 55: Home Run Retirement Planning – How Baseball Principles Also Score Financial Runs

Ep 53: Who Even Needs A Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor…

2022-03-01T12:05:06-06:00March 17th, 2022|Podcast|Comments Off on Ep 53: Who Even Needs A Financial Advisor?
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