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.
Today we answer some mailbag questions that have come into the show over the past few weeks. We discuss early Social Security, strategically using life insurance, and much more.
If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quiet basic, but understanding these fundamentals can make an enormous difference in your financial life.
Want to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement. We also spend a few minutes on variable annuities this week.