risk

Ep 20: Quit Cutting Corners in Your Financial Plan

We all cut corners occasionally, but how can this hurt our financial plans? While we may think we can get away with cutting some corners, we will end up hurting our financial future if we do so.

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Ep 17: Is Your Your Financial Plan Out of Tune?

Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan

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Ep 16: How Football Relates to Your Finances

What do NFL quarterback battles have to do with your finances? We are going to explain how the similarities can be quite revealing. Plus, we’ll answer some of your mailbag questions about business loans and more.

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Ep 14: Retirement Plan Customization Is King

Most people understand that a customized retirement plan is much better than a one-size-fits-all approach. And yet, most people don’t have a plan that’s truly customized. We’ll share some of the things that need to be considered if you’re going to build a truly customized plan.

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Ep 3: Mailbag Questions – Bonds, Retirement Savings and More

Is this a good time to buy bonds? Should I hire a younger financial advisor? How much should I save for retirement? Let’s dive into the mailbag and answer these and other questions.

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Ep 2: Keyboard Warriors, Saying One Thing But Doing Another, & Mark Twain Quotes

If you’ve been around the internet long enough, you know to avoid the comment section. We slipped up and scrolled through a recent active on retirement and COVID-19. We’ll share the wide range of comments we came across and have a little fun evaluating them. Plus we’ll talk about times you say one thing and do another with your money before pulling Mark Twain quotes that provide a little financial wisdom.

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