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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Retirement planning requires having every piece of the puzzle in place to ensure a successful transition to financial independence, and one of those pieces is investment planning, which takes thoughtful construction and execution.
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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?
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Mutual Funds have long been a very popular way for people to invest, but is that landscape changing? Let’s explore this investment option, explain some key terminology, and determine what the future might hold for mutual funds.
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