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Ep 24: Spotting Red Flags In Your Finances

It’s best to spot red flags in your financial plan early on, that way we can address them before it’s too late. Can you name your investments? How often are you meeting with your advisor? Find out if your answers to these and other questions are problematic.


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What we discuss on this episode: 

4:33 – Surplus

7:26 – Company retirement plan

10:37 – 401k or IRA

14:43 – Name a stock

18:02 – Know your number

20:39 – Financial and retirement plan

22:46 – Meet with advisor

25:47 – Mailbag: Keep working


Ep 14: Social Security, Emergency Funds and Other Questions

Today we’re answering questions about Social Security, emergency funds and more. Find out what advice we give people in these types of situations.

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Ep 13: Where Financial Crisis and Opportunity Meet

On today’s episode, we’re talking about the intersection of crisis and opportunity, two words you probably don’t think of together. But sometimes a financial crisis can create opportunities for...

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Ep 12: Listener Questions – Combining 401(k)s, Paying For Weddings, A Stock Selling Catch-22

Today we’re sharing more financial questions we have received and how they might help you. You might find yourself in a similar situation and need this guidance.

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Ep 7: How to Teach Your Kids About Money

Should parents involve children in finances? Are there different rules for younger children versus older children? We’ll explain what considerations when it comes to sharing with your kids.

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Ep 6: Three Traits of Money in Financial Planning

Let’s dive into financial literacy and the three traits of money you want inside your portfolio. Do you know what they are?

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Ep 5: Are You Flirting With Financial Disaster?

Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it. Disaster and retirement are not two...

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