recession

Ep 139: Are You a Risk Taker? Evaluating Your Risk Tolerance Level

Do you take a lot of risk or are you a conservative investor? On today’s episode, we’ll explore why risk tolerance matters and how understanding our own risk tolerance level can protect our assets and future.

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Ep 128: Financial Jargon: Terms & Definitions

There is a lot of financial jargon out there that can be confusing when you are trying to plan for retirement. So on today’s episode, we’ll explore a variety of different terms and definitions and how they apply to the financial planning process.

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Ep 99: Breaking Down Economic News in Bits and Pieces

How can what’s happening this year shape our financial plans moving forward? We talk through several current events in the economy and what impact it could have on the future.

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Ep 40: Critical Retirement Planning Mistakes

What are some of the big critical mistakes that people are prone to make when retirement planning? How can you avoid them? Find out on today’s episode.

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Ep 39: Financial Terms You Should Know During A Pandemic

What do you call what just happened in the market? Do you know what tax loss harvesting is? Should you be rebalancing? Find out in today’s show!

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