For some people, the idea of putting together a financial plan doesn’t sound like much fun, while the idea of building a home sounds like a lot of fun. In this episode we’ll find the similarities in building a strong financial plan and a dream home.
Read MoreIt’s nearly impossible to completely separate emotion from financial decisions. As much as we try, it’s just hard to overcome those human emotions, especially when it comes to fear and money. We took an informal poll of listeners to find out what their biggest financial fears are. On this episode, we’ll explore the most common…
Read MoreYou likely seek financial advice from lots of different sources. And some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance from. Even when the advice…
Read MoreYou may have heard of Roth Conversions. Roth Conversions have been increasingly popular, so we wanted to share some important things to know before you decide if it is right for you. There are a few key points to consider, like how one would affect your tax bracket for example. Listen to learn the benefits…
Read MoreDo you like to take risks? Or would you rather play it safe and steady? When it comes to the market risk can come with great reward, but it can also be damaging if our risk tolerance is out of balance with our plan. Most people don’t realize how much risk they are taking on and have a much lower tolerance than their portfolio reflects.
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Managing finances create plenty of stress each day so let’s take some time to add a little humor to the conversation. Today we’ll tell a few financial planning jokes and see what lessons we can learn along the way.
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At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon…
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Whether you follow the market closely or not, you’ve probably seen the headlines about Gamestop stock. Join us as we get Dale’s perspective on what’s happening, what’s next, and what lessons we can take from this.
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Is it okay to start Social Security before you retire? What about life insurance as a way to generate retirement income? We answer these questions plus a couple more that listeners have sent into the show.
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The goal for your money is to help you reach retirement and utilizing it correctly will achieve that. Before making any financial decisions, it’s important to understand the three different qualities of money and which investments best align with your goals.
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