For most people, their home will be the most valuable asset they own during their lifetime so it’s no surprise that we get a lot of questions about how a home (or homes) fits into retirement plans.
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People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them…
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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 advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.
Read MoreLet’s continue our conversation on financial debates today. From deferring taxes to using credit cards, what is your opinion on these common financial debates?
Read MoreAs you count down the days to retirement there are some important things, you’ll want to cross off your to-do list. On today’s episode, we’re going to breakdown some of the things you’ll want to get done before this next chapter of life.
Read MoreAs we ring in the new year, what are some money resolutions we should be thinking about? From reducing your debt to getting more organized, we’ll discuss the first 11 of 22 resolutions for 2022.
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A lot of people feel behind when it comes to saving for retirement. What are some ways we can catch up? Even if you don’t feel behind these are great tips to keep in mind to save a bit more as you get closer to retirement.
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Are you prepared for retirement? Reaching these milestones before you get there will ensure you transition to retirement with ease.
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Do you believe you need to be completely debt free to retire successfully? Or are you comfortable carrying some balances beyond your working years? Having a strategy for managing your debt along with the amount of cash you possess are two key pieces to a successful retirement.
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We look to many different places for help with retirement planning, but have you ever considered what flying can teach us about investing? You might be surprised to hear that there are a number of parallels between the two and we’ll lay them out for your on this episode.
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