goals

Ep 108: Overconfidence in Financial Planning

We want confidence and stability in our retirement plans but overconfidence can cause us to make financial mistakes. Today we are discussing some common areas of overconfidence in financial planning and how we can manage these areas.

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Ep 88: 5 Words That Describe Retirement

What words would you use to describe retirement? Having this vision can help shape your goals and needs for your financial plan.

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Ep 70: Know Thyself – How Looking Inward Can Lead To Major Financial Impacts

Have you stopped to reflect on yourself and your feelings when it comes to finances? When you meet with an advisor, it’s important to be true to yourself. Today on the podcast, we’ll ask the questions you should sit with when it comes to making financial decisions and a financial plan.

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