Wednesday, Feb 16th The Markets and Our Emotions The emotional roller coaster that is the stock market is in full swing. Recent weeks have many people wondering if they still want to stay on the ride. In times like these, it's always helpful to examine the source of the emotional swings from day [...]
Time for a little fun on this episode. We’ll use some fill-in-the-blank prompts to spark a good discussion about relationships between advisors and their clients, the stock market, common planning mistakes, and much more!
Wednesday, Feb 2 Should I Stay or Should I Go? One of the more common questions I am getting from folks nowadays is should I stay or should I go? In other words, now seems like a really good time to sell my house, should we sell? There's a lot to unpack here and [...]
Droves of workers are retiring early or taking a break from work as they change career paths. It’s become known as The Great Resignation. On this episode, we’ll highlight some of the key takeaways of a recent Forbes article and explore a lot of the impacts on retirement planning from across different age groups in the wake of this massive workplace shift that’s underway.