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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...

The Complications Of An Early Retirement

Oct 18, 2018 | Podcast, Retirement

An early retirement sounds fantastic to most people. Who wouldn’t want to kick off the extra travel, less stress and more freedom that retirement can often bring a little earlier than planned? However, a lot of people don’t realize the additional complications...