risk

Ep 84: Frequently Asked Questions About Bonds

Let’s dive into some frequently asked questions about bonds. Phil explains what they are and how they work.

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Ep 61: Would You Pass This Retirement Preparedness Quiz?

How do you know if you’re ready for retirement? Whether you plan to retire soon or years from now, taking this quiz will help you understand what you need to do to prepare.

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Ep 55: Hindsight is 20/20 in Financial Planning

Ever wish you knew then what you know now? That’s especially true in the year 2020. We discuss areas where hindsight could help and what to do about those financial decisions today.

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Ep 46: Survival Guide – Preparing for the Next Market Crash

What will happen to your portfolio when the market crashes next? Will you be ready or will your plans be wrecked? Let’s run through a list of the lessons we’ve learned that can be applied to the next bit downturn.

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

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?

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Ep 38: Playing the Financial Crossword Puzzle

When you complete a crossword puzzle, every letter and word needs to be right in order to achieve success. Similarly, a financial plan has a lot of intersecting parts that need to be aligned in order to achieve your goals. Are you ready to play?

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Ep 36: Financial Truths You Can Depend On

What financial truths can you depend on to always be true? While some financial statements may be more opinion than fact, these financial truths are ones you’ll want to hang on to.

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Ep 28: How To Set Realistic Financial & Retirement Goals

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.

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Ep #14: How to Live a Retirement Without Regret

You work hard and deserve the chance to enjoy your retirement to the fullest. No one wants to reach that next chapter with regrets on how you invested and planned along the way. Make the right decisions now and you won’t have that worry in retirement, and we’ll give you advice to rid your portfolio of regrets.

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Ep #11: What Can We Learn About Retirement from Flying?

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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