Posts Tagged ‘financial advisor’
Ep 25: Let’s Put Your IRA Under Scrutiny
The IRA is an incredibly popular vehicle to save for retirement. But are you being too passive about how you’re saving and investing inside that account? Let’s put your IRA through some scrutiny to see if you’re truly taking advantage of all it has to offer and understand its pros and cons.
Read MoreSpecial Announcement About The Podcast
There are a few new, exciting changes coming to the podcast. Tune in to see what’s in store for the future!
Read MoreEp 24: The Difficulty Of Financial Planning After The Death Of A Spouse
It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.
Read MoreEp 23: Retirement Ready: Are You Clinging To False Hope?
We often find that people are clinging to certain ideas or beliefs that end up giving them a sense of false hope about their retirement. It’s a dangerous position to be in. Let’s explore some of the faulty thinking that ultimately leaves people underprepared for retirement.
Read MoreEp 22: Traditional IRA vs. Roth IRA
It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you.
Read MoreEp 18: Best Intentions, Bad Advice
We were planning to bring up this conversation before the Coronavirus pandemic hit, but now it just makes it even more important to discuss. You likely seek financial advice from lots of difference sources. And some of those sources will certainly have good intentions, but they’ll often give bad financial advice. Let’s look at some examples and explore the reasons why we have to be very careful from whom we’re taking this important guidance.
Read MoreEp 17: Life Events That Spark Major Changes
Sometimes events happen in life that make it really important for you to carefully assess your financial situation. Let’s explain why each of these events is usually a good reason for a financial review.
Read MoreEp 16: How People Get Lost In Retirement Planning
Have you ever gotten lost? Not that much fun is it? Well, getting lost in the car or in the woods is a lot like getting lost in retirement planning. Let’s look at the reasons that people get lost, and then how to get back on track.
Read MoreEp 15: Coronavirus Update + Financial Truths You Can Count On
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Lee will give his thoughts on the current situation and why having a plan is so crucial in times like these. We will also discuss some financial truths that we can state with confidence and see what we can learn from them.
Read MoreEp 14: Everything You Need to Know About Roth Conversions
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…
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