annuities

Ep 78: Investor Biases That Can Influence Your Decisions

December 15, 2022 Retirement Strategy

Investor bias is a common phenomenon. It’s easy to lose sight of the bigger picture at times, specifically when your retirement is on the line. In this episode, we will be learning about the different biases that tend to affect investors the most. Listen to see if you fall into any of these categories and…

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Ep 71: Going Against the Grain to Achieve Your Retirement Goals

August 18, 2022 Retirement Strategy

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.

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Ep 32: Understanding the 3 Qualities of Money

January 7, 2021 Investing

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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