Ep 19: Paying Off The House

We always get a lot of questions about how the house (or houses) fit into retirement plans. Let’s address some of the more popular questions and topics.

2022-01-20T16:43:43+00:00January 20th, 2022|Podcasts|Comments Off on Ep 19: Paying Off The House

Ep 17: Risk Tolerance

One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight with how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it's vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits all plan.

2021-12-09T16:24:47+00:00December 9th, 2021|Podcasts|Comments Off on Ep 17: Risk Tolerance

Ep 15: Traditional Vs. Roth

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine which one is best for you based on who you are.

2021-11-04T16:09:30+00:00November 4th, 2021|Podcasts|Comments Off on Ep 15: Traditional Vs. Roth

Ep 10: Three Worlds Of Money

When you really boil it down, there’s really only three places where you can invest money. Let’s talk about the role that each of those worlds play in a good financial plan.

2021-08-05T13:31:51+00:00August 5th, 2021|Podcasts|Comments Off on Ep 10: Three Worlds Of Money

Ep 8: Non-Correlated Income

Sometimes it’s important to really breakdown a financial buzzword. Non-Correlated Income qualifies as a worthy concept to explore and something that every retiree and pre-retiree should understand.

2021-07-01T13:45:49+00:00July 1st, 2021|Podcasts|Comments Off on Ep 8: Non-Correlated Income

Ep 7: How to Find Right Advisor

You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some common misconceptions on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you.

2021-06-17T13:34:24+00:00June 17th, 2021|Podcasts|Comments Off on Ep 7: How to Find Right Advisor
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