Apr 28, 2022
When you hear the words “life insurance,” what comes to mind? Some people avoid the topic or don’t understand how it works. Let’s lay out seven reasons why you should at least be considering life insurance in your portfolio.
What we discuss today:
3:02 – Income replacement
5:31 – Leveraging life...
Apr 21, 2022
Today we're sharing the most important birthdays in retirement planning. We'll take you through some of the key ages, why they are important and what you should be thinking about as you approach retirement.
What we discuss today:
2:25 – Age 50
4:52 – Age 55
8:05 – Age 59.5
10:25 – Age 62
12:55 – Age...
Apr 14, 2022
Every industry has its own jargon, and financial planning is no different. Today, we’re explaining some common financial jargon, what it means, and why it's important to understand.
What we discuss today:
3:20 – Diversification
7:21 – Inflation
11:50 – Volatility
13:30 – Risk tolerance
16:41 – Stocks and...