Nov 17, 2022
Too many folks misunderstand bonds, how they work, and what role they play in a proper financial plan. We’ll address some of those bond-related issues on today’s show.
In this episode, you will learn where bonds fall on risk levels, how bonds are related to interest rates, and more. We also address how bonds are...
Nov 3, 2022
We try our best to cover common retirement planning topics, but sometimes it helps to hear directly from our audience. Today we will be answering mailbag questions from clients/listeners.
In this episode, you will learn about different portfolio risk levels, Roth IRAs, and more. If you have any questions you’d like us...
Oct 26, 2022
On this episode, we’re going to share stories with you of times when emotions like fear, greed, and pride led someone astray in their financial decisions.
We’ll even cover the role positive emotions like hope and joy play in the retirement planning process.
If you want to better understand and control your emotions...
Oct 20, 2022
People have many reasons for procrastinating when it comes to putting a retirement plan together. Some people struggle with perfectionism. Others are avoidant due to stress.
No matter what your roadblock is, one day you will have to stop procrastinating. The sooner, the better. Let’s explore some of those excuses and...
Sep 29, 2022
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...