The Game Plan
It’s never a bad idea to stop and find the humor in our day-to-day lives and financial advisors don’t have a problem telling a few jokes at their expense.
On this episode, we’re going to take a light-hearted approach to our financial planning discussion by telling a few jokes and finding a way to apply the lesson to what we do with our clients each day. We’ll cover some pretty important aspects of planning so this show will have the best of both worlds.
If you’re a fan of dad jokes, this is an episode we think you’ll enjoy.
Listen to the full episode or click on the timestamps below to skip around to specific topics.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[2:37] – Credit card debt
[5:36] – Bonds
[7:25] – Balances
[8:40] – Investing
[10:17] – Stock market volatility
[11:58] – Retiring early