Financial goals

Ep 44: Do You Say One Thing Then Do Another?

July 2, 2020

Are you risk-averse but then find out your portfolio is riskier than you want? Or do you say you want to retire but haven’t really prepared to do so? What other instances do you say one thing but do another?

Ep 28: How To Set Realistic Financial & Retirement Goals

February 27, 2020

Do you have financial and retirement goals set? How do you know if those goals are doable or simply unrealistic? Let’s talk about goal-setting and how we approach it with our clients to make sure they stay on track for retirement.