Blogs & Articles
Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.
When Guessing At Retirement’s Most Important Questions Goes Wrong
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess.
Murky Issues That Make Retirement Planning Harder
This USA Today article points out 3 murky issues that increase retirement planning’s degree of difficulty, especially in today’s economic climate. On this episode, we’ll breakdown the article to see if it’s worthwhile advice, if the murky issues are actually that threatening, and what you can do about all of it if you’re concerned.
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.
How Children Become Part Of The Retirement Discussion
If you have kids, often they come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways those discussions play out, the role your advisor should play in navigating these conversations, and the overall impact on you and your family’s financial goals.
Retirement Potpourri: Fill In The Blank
Time for a little fun on this episode. We’ll use some fill in the blank prompts to spark good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more.
Don’t Fumble Your Retirement In The Financial Red Zone
In football, teams are extra careful not to make a mistake when they get within about 20 yards of scoring points (known as the Red Zone). They’ve typically worked hard to get to that point and don’t want to cost themselves by throwing an interception or fumbling the ball and giving it to the other team. On this episode, we’ll explore the financial equivalent of the Red Zone and discuss how you can really mess things up if you’re not careful during this phase of your life. If you’re approaching retirement, this is a fundamental conversation you won’t want to miss.
Saying Goodbye To 2021
Maybe you’re close to retirement and think you don’t have nearly enough money saved. Let’s talk about some reasons that the news might not be as bad as you think.
Opportunities For Retirement’s Late Bloomers
Maybe you’re close to retirement and think you don’t have nearly enough money saved. Let’s talk about some reasons that the news might not be as bad as you think.
Where Financial Advisors Drop The Ball
We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing.
Tax Consequences: Pros & Cons of Various Account Types
Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.
Risk Averse: Explaining The Buzzword
Have you heard someone say they’re risk averse? Do you know what it really means in the context of the financial world? We’ll explore this important buzzword on today’s show and explain why it’s so important to have a good grip on just how risk averse you are.
Financial Mistakes Couples Often Make
Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up.