Ep 67: 3 Rules of Thumb You Might Not Want to Follow
There are some great rules out there that will lead you down the path of financial success. But there are also some that, if followed, could derail your financial and retirement plan.
Tag: financial planning
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Ep 66: Is Your Investment Risk Helping or Hurting Your Retirement Plan
When the stock market drops, that can be a pretty scary feeling for some. That emotion is tied into risk and it’s important that you understand how much investment risk you’re taking on. Let’s talk about ways you can determine your risk level, strategies to help reduce risk without reducing opportunity, and what it could all mean for your retirement savings.
Ep 65: Should I Put Money in a High Interest Series I Savings Bond?
Are savings bonds making a comeback? This conservative investment option has found new life this year thanks to an interest rate that’s approaching 10%. Should you be moving money into these government-issued iBonds as soon as possible? We’ll give you all the details on these bonds and make sure you’re aware of all of the fine print.
Ep 64: Transitioning Into Retirement… A Retiree’s Words of Wisdom
What does the transition into retirement look like? On today’s episode, Jim Manning will share his retirement story and the lessons he’s learned along the way.
Ep 63: 10 Market Reminders – Don’t Let Emotions Ruin Your Retirement Plan
There’s no better time than the present to remind ourselves of some good investing fundamentals and themes that we see in the market. Right now, your emotions might be high due to the market being down, but we’ll explain how to handle the rollercoaster ride.
Ep 62: Sorting Out What’s Important About Legacy Planning
Most people realize that it’s usually best to have an estate-planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation. On this episode, we’ll explore the role an advisor plays in the estate and legacy planning process and uncover some of the basic mistakes people often make when trying to sort all this out on their own.
Ep 61: Picking Sides In Important Financial Debates
On this episode, we’ll pick sides of some important financial debates. From paying off your mortgage early to life insurance and more, we’ll share our opinions on these hot financial topics.
Ep 60: The Market and My Accounts Are Down. What Do I Do Now?
If current conditions of the stock market being down and your retirement investment accounts falling in value have you concerned, worried or even scared about your future, you’re not alone. Today’s episode is just for you.
Ep 59: Can I Retire in a Down Stock Market?
Can you still retire in a down market? With the stock market down and inflation up, that question is on a lot of minds. We’re going to talk about the factors involved in making this decision and how we help people like you determine the answer to this question.
Ep 58: Mailbag – Gifts to Kids, Long-Term Care, Retirement Age
Today we’re diving into the mailbag to answer questions from listeners just like you. We’re taking questions about retiring prior to the age of qualifying for Medicare, gifting to your kids and grandkids, having multiple IRAs and long-term care.