Ep 54: How We Handle Unreasonable Requests
Quick Preview In the retirement planning business, we occasionally get some unreasonable requests. We’ll do our best to accommodate everyone’s needs, but sometimes they just
Tag: risk
Ep 32: Is Your Financial Plan Out of Tune?
Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune with their financial plans.
Ep 29: Mailbag – How Much Risk is OK, Which Roth is Better, and More
We are opening up the mailbag today. George wants to know how much risk he should take with his investments and Robert wonders which Roth – 401k or IRA – is better? We’ll also discuss the best way to help your parents with their investments and whether it’s smart to take Social Security early.
Ep 28: Quit Cutting Corners Financially
Cutting corners – we all occasionally do it in life. Whether we do this with our finances, exercising, etc., we’re all guilty of this sometimes. When you do this financially, it can really hurt you in the long term.
Ep 25: Financial Mistakes Couples Make
Getting spouses on the same page with their retirement plan can often be a challenge. We’ll share some of the common things couples mess up when it comes to their finances and what you can do to avoid these mistakes.
Ep 17: The Double-Edged Sword of Retirement
Retirement comes with some double-edged swords – things that are both negative and positive. We’ll explain what they are and how to approach them.
Ep 2: The Importance of the Financial Danger Zone
As you move into that final decade before retirement, planning becomes crucial for long-term success. We call this the Financial Danger Zone. Today we’ll identify the changes that need to happen as you approach retirement and what areas require the most attention as you transition into the next chapter of life.