Could You Be Spending More in Retirement? Ep #219
Have you ever wondered how much of your retirement savings you may never get to spend? Retirees often struggle to transition from saving to spending. Partly due to the inherent…
Posts by Cameron Hendricks
How to Handle a Forced Early Retirement, Ep #212
Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–when you experience a forced early retirement. We all know that layoffs are part…
The Benefits of a Wealth Management Relationship – Part 2, Ep #199
Warren Buffet has said, “investing is simple, but not easy.” If even the Oracle of Omaha admits that investing isn’t easy, what does that mean for the rest of us?…
Cameron Hendricks Earns Equity Compensation Designation
Partner and advisor, Cameron Hendricks, recently earned the Equity Compensation Associate designation via the Silicon Valley Executive Center of The Leavey School of Business. This is an advanced professional designation for advisors…
Anchoring to an Arbitrary Dollar Amount, Ep #195
The behavioral and emotional side of financial planning takes precedence when planning for our future. I see this play out frequently in the form of anchoring to an arbitrary dollar…
Cameron Hendricks Earns Certified Exit Planning Advisor Designation
Partner and advisor, Cameron Hendricks, recently earned the Certified Exit Planning Advisor certification via the Exit Planning Institute. This is an advanced professional certification for advisors who provide the breadth of specialized…
Types of Behavioral Finance Biases and How to Overcome Them, Ep #179
Behavioral finance biases can make or break your journey to building wealth. The truth at the heart of behavioral finance is the fact that we are not rational decision-makers when…
Why You Should Forget These 4 Retirement Rules of Thumb, Ep #172
Retirement rules of thumb can give you a false sense of security. Today you’ll learn why you should second guess these 4 commonly referenced retirement rules. In this episode, we’ll…
Why You Need a Professionally Prepared Estate Plan, Ep #165
Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you…
What are the Best Retirement Strategies for Me? Ep #162
Deciding to retire is just the beginning of your retirement decision-making. From tax planning to social security decisions, finding the best strategies for your retirement years requires regular analysis.…
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