So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need.
Most people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. Let’s talk about some of the things that need to be considered if you’re going to build a truly customized plan.
If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.
At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.
Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it.
We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show.
It’s an annual tradition! Well, except for 2020 when the tournament was cancelled. But it’s time to look at the NCAA tournament and see what kind of financial planning lessons we can learn from it.
On this episode, let’s go over some tips for how men, or women can get back in the game when it comes to involvement in the process of making financial decisions.
As you get ready to file 2020 taxes and look ahead to the rest of this year’s tax implications, let’s cover some of the changes you need to be aware of and answer some important tax questions.