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Ep 68: Secret To Retirement Success: Get Out Of Your Own Way

There are plenty of external factors that often negatively influence our chances of having a successful retirement. But often, failure comes from within. On this episode, we’ll talk about some of the common ways people get in their own way when it comes to financial planning.

By |2022-08-09T19:35:35+00:00June 15th, 2022|Podcast|Comments Off on Ep 68: Secret To Retirement Success: Get Out Of Your Own Way

Ep 37: How Women Can Make Sure They’re Involved In Financial Decisions

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.

By |2022-08-09T20:40:26+00:00March 4th, 2021|Podcast|Comments Off on Ep 37: How Women Can Make Sure They’re Involved In Financial Decisions

Ep 31: How To Pick The Right Advisor

A lot of concern goes into trying to pick the proper investments, build a balanced portfolio, and getting the highest return. But how much time have you really put into finding the right advisor to work together with on all these tasks and more? You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.

By |2022-08-09T20:44:49+00:00December 3rd, 2020|Podcast|Comments Off on Ep 31: How To Pick The Right Advisor
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