You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We'll cover 12-22 on this episode.
You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. We'll cover 1-11 on this episode.
Certainly, none of our podcast listeners would be guilty of making unreasonable requests, but let’s talk about some of the unreasonable requests we hear from others in the financial world. We’ll explore what makes them unreasonable and what proper expectations look like instead.
Let’s look at the ways that some people try to cut corners in their retirement planning…
Have you heard someone say they’re risk averse? Do you know what it really means in the context of the financial world? We’ll explore this important buzzword on today’s show and explain why it’s so important to have a good grip on just how risk averse you are.
Different types of accounts have different tax consequences. Let’s talk about those advantages and disadvantages in different types of accounts and how you can use them (or not) in retirement planning.
Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up.
Let’s talk about some of the financial matters that people tend to push off to a later date. Is it good or bad to put these things off? Or does it depend on the situation?
It’s time to peel back the curtain a little bit to learn about your financial advisor, Scott Searles.
So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
We only accept verbal instruction and do not accept orders and/or instructions regarding your account by e-mail, voicemail, fax or any alternate method. Advisory Services Offered through Skybox Financial Group a registered Investment Advisor.