Ep 50: Overconfidence in Financial Planning
Overconfidence in financial planning can cause a lot of issues. It’s best to meet with a financial planner to keep you level-headed and informed on an expert’s opinion.
Read MoreOverconfidence in financial planning can cause a lot of issues. It’s best to meet with a financial planner to keep you level-headed and informed on an expert’s opinion.
Read MoreIt’s time to open up the email inbox and find out what’s on your mind. Join us as we answer retirement questions about savings, mortgages, emergency funds, and more.
Read MoreAs people prepare for retirement, there are some common assumptions that get made. The problem is these assumptions can often lead you astray and underprepared financially. Today we’ll look address these misconceptions and explain why it’s important to never assume.
Read MoreBusiness owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Today we’ll talk about the areas where Dale sees the biggest trouble areas when it comes to planning.
Read MoreWhether 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.
Read MoreIs 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.
Read MoreThe 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.
Read MoreWe’re all ready to put an end to 2020 and turn the calendar to a new year, but first things first. Let’s look at the end of year planning conversations you should be having with your advisor before January 1.
Read MoreRetirement looks different for all of us but determining what kind of lifestyle you want to enjoy will help you plan. Let’s talk about the different types of lifestyles we see clients choose and what it means for building a proper plan.
Read MoreWant to find out just how prepared you are for retirement? Here are five key questions that you need to be asking yourself. The answers will help determine just how ready you are to retire.
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