An Update On The Coronavirus’ Financial Impact
We'll update you on the Coronavirus' impact on the economy, the markets, retirement planning, and where we all go from here.
Solid Financial Truths
A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.
Is Your Portfolio Infected With A Virus?
We'll take a look at the Coronavirus' impact on the financial markets, the economy and our personal retirement plans. Scott will help us try to put it all in perspective and figure out where we go from here.
Your Desire To Retire
Different people have different levels of desire when it comes to finding their retirement date. Let’s explore these different levels of desire, as indicated by the statements people might make, and discuss how we’d help someone at these different levels.
All You Need To Know About Roth Conversions
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept on this episode. Plus, we'll answer some Social Security questions from one of our listeners. Show Notes & ...
Where To Find Bias In Financial Media
It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financia...
Lies You Learn In Broker School
A lot of financial professionals say things that just aren’t true. And it’s not that they’re intentionally trying to mislead, it’s just that they’ve been trained to use certain talking points, which they might even believe to be true themselves. Let’s ta...
Managing Debt & Retirement Planning
Do you believe you need to be completely debt free to retire successfully? Or are you okay carrying some balances beyond your working years? There are many opinions about the best way to handle debt and retirement planning, so we’ll tackle them all on to...
Must-Have Traits Of A Financial Advisor
Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace thes...
Avoiding Critical Estate Planning Mistakes
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of these common estate planning mistakes… Show Notes & Info: Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ S...
