investments

Ep 67: Are You A Risk Taker? How To See If Your Tolerance for Risk Matches Your Plan

Do 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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Ep 61: Home Run Retirement Planning

What can we learn about retirement planning in the baseball playbook? Today we explore what it takes to score a retirement home run.

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Ep 57: Don’t Fumble Your Retirement in The Financial Red Zone

How is football like retirement? In many ways, you need a game plan, a coach, and to protect your plan as you enter the retirement red zone.

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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.

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Ep 15: The Customer Isn’t Always Right When It Comes To Financial Planning

If you work with an advisor, are you expecting expert advice or are you expecting to be the one who is right all the time? It’s a relationship of trust as you make wise decisions together, but you might not always be “right” when it comes to making financial plans.

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Ep 14: How Would You Do In The Financial Planning Olympics?

Ready to suit up and compete in the Olympics? Since the 2020 Summer Olympics have been postponed, let’s keep the games going by applying it to the world of financial planing? Will your strategy and preparation help you succeed? Find out in today’s podcast!

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Ep 12: Cleaning Out Your Financial Closet

A lot of Americans are using this lockdown time to clean up around the house so let’s channel that energy to getting our finances organized as well. We’re going to open the doors to that financial closet you haven’t looked into for some time and talk about how to get everything in order.

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Ep 11: Keys to Building a Sturdy Financial House

A home is a place where we depend on for stability and security, which is similar to our financial plan. Let’s explore the similarities even further by discussing each key element for building a house and what that would equate to in your retirement planning process.

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Ep 10: Key Things to Know About the CARES Act

The coronavirus pandemic has impacted just about everyone from a physical, emotional or financial standpoint. Now there’s relief on the way in the form of the CARES Act. Find out what this means for you as an investor and a small business owner.

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Ep 9: Social Distancing Your Finances

Some investment options shouldn’t be anywhere near each other because they have totally different goals. Let’s apply the popular social distancing phrase to our finances and look at four situations where these products need to stay separated.

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