Episode #10: Risk Tolerance

Jan 17, 2019 | Podcast, Retirement

Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great...

What It’s Like To Be A Client

Jan 3, 2019 | Podcast

We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.

Mailbag

Dec 6, 2018 | Mailbag, Podcast

On this episode we take questions from listeners all over Florida. We’ll discuss safe investing versus growth, identifying fiduciary advisors, and more.

You’ve Lost That Financial Feeling

Nov 15, 2018 | Financial Planning, Podcast

Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial...

Settle the Debate

Nov 1, 2018 | Podcast

Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds and annuities. And we’ll try to answer why there are so many...