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...
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.
Read more and get additional financial resources here: https://lifemoneyshow.com/podcast/ep-24-spotting-red-flags-in-your-finances/702/
Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
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
October 21, 2021
October 14, 2021
October 7, 2021
September 30, 2021
September 23, 2021
Search Results placeholder
SHOW NOTES
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.
Ep 11: Listener Questions – 401Ks, Social Security and Family Finances
Today we’re talking about financial questions we have received and how they might help you. You might find yourself in a similar situation so hopefully some of this guidance...
Ep 10: 5 Areas to Have Covered to Retire Before Age 65
If you’re planning to retire by age 65, what areas do you need to have covered? We’ll tell you some specific things you need to have ready to go...
Ep 9: Can You Pass This Social Security Quiz?
Did you know that nearly a third of near-retirees fail a basic quiz on Social Security? It’s such an important piece of your retirement, so we want to make...
Ep 8: Why It’s Getting Harder to Save for Retirement
Saving for retirement is not the same as what your parents and grandparents did. It has become harder in several ways, but we’ll explain what you can do to...
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.
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?
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...
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.