Few things in our life stir up as much emotion as our finances do, and those feelings can be all over the board. The strongest emotion, however, is fear and it
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After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. It builds on the original legislation that took effect at
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In this episode, you will learn where bonds fall on risk levels, how bonds are related to interest rates, and more. We also address how bonds are responding to
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In this episode, you will learn about different portfolio risk levels, Roth IRAs, and more. If you have any questions you’d like us to answer, feel free to
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If you want to better understand and control your emotions to experience a better financial future, then this is the show for you.
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People have many reasons for procrastinating when it comes to putting a retirement plan together. Some people struggle with perfectionism. Others are avoidant
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Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says, it’s about giving the best
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There are many things that we know we’ll have to deal with in retirement, we just don’t know how to predict when or to what degree. How do you construct a plan
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You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not
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Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk taker, but
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We are opening up the mailbag on today’s show to answer some questions from our clients and our listeners. We’ll explore inheritances, meeting new advisors, and
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There are a lot of financial debates and questions out there. Should you always pay off the house as soon as you can or take the mortgage payment into
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