Ep 29: Take This Retirement Preparedness Quiz
Want 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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Ep 22: Understanding the 3 Qualities of Money
Financial planning can be complicated at times so let’s try to simplify it a bit. Today we’ll break down the three qualities of money we utilize for a client’s portfolio and what type investments fit into each.
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Ep 21: Being Honest With Yourself Financially
The Game Plan Before you reach retirement, it’s important that you take an honest look at yourself and your situation. Truly understanding where you want to go and what approach you want to take to get there will help you build the best retirement plan. Today we’ll lay out a list of questions you should…
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Ep 20: Declaring Our Financial Independence
In honor of the upcoming 4th of July holiday weekend, we’re going to declare our financial independence. Join us as we lay out a list of things we want to be independent of when retirement rolls around.
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Ep 19: Financial Truth Bombs
It’s time to blow up some of the common beliefs people have held for years to make sure you know the truth about financial planning.
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Ep 17: How We Get Lost in Retirement
Have you ever gotten lost? Not that much fun is it? Well, getting lost in the car or in the woods is a lot like getting lost in retirement planning. Let’s look at the reasons that people get lost, and then how to get back on track.
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Ep 16: 5 Easy Ways to Ruin Your Retirement
When you spend a lot of time thinking about how to and when to retire, you don’t want to overlook these easy ways to ruin it! On today’s episode we highlight five ways you could ruin your retirement if you aren’t careful.
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