Mar 31, 2022
When it comes to your money, you might have several different voices in your head — maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it.
What we discuss today:
3:20 –...
Mar 24, 2022
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Today we’re talking about some of those questions and why you need to have a better answer than just a guess.
What we discuss today:
3:12 – Monthly income
10:04 – Major purchases
13:10 –...
Mar 17, 2022
Planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important?
What we discuss today:
2:06 – Deciding what you do
5:51 –...
Mar 10, 2022
Putting together a solid retirement plan isn’t just about dollars and cents. We need to determine what really matters to you. Today’s show is all about why values-based planning is so important.
What we discuss today:
3:17 – Family
6:53 – Career
10:01 – Education
13:50 – Charitable giving
18:09 –...
Mar 3, 2022
Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still, others just don’t know who to trust so they end up not working with anyone. We’ll share some reasons that you might need an...