Dec 30, 2021
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.
Dec 16, 2021
Today we’re talking about something we all occasionally do in life – cutting corners. Whether we do this with our finances, exercising, etc., we’re all guilty of this sometimes. When you do this financially, it can really hurt you in the long term.
Read more and get additional financial information:
Dec 9, 2021
To successfully complete a jigsaw puzzle, there are some strategies you’ll want to keep in mind, and many of those same strategies apply to retirement planning.
Read more and get additional financial information: https://www.truefinancialpartners.com/ep-72-the-jigsaw-puzzle-of-retirement/
What we discuss...
Dec 2, 2021
In the retirement planning business, we occasionally get some unreasonable requests. We’ll explain what they are and how to set proper expectations around your retirement planning.
Nov 23, 2021
Today we’re answering your mailbag questions. Joel wants to know where to keep his emergency funds. Jackie wants to know how often she should hear from her financial advisor. We’ll also answer questions on generational attitudes, business ownership, long-term care, and helping parents.
Read more and get additional...