How to Avoid the Financial Mid-Life Crisis, Ep #69
If you’re a mid-career professional, life is full of demands. You’ve worked incredibly hard to get here. You’re sandwiched between young kids and aging parents. Your job is challenging and…
Posts by Chad Smith
Your Pre-Retirement Checklist, Ep #68
When making your retirement decision, you likely get one chance to get it right. These type of situations are where checklists can shine. Understanding all your financial opportunities pre-retirement, can…
Why Bother Diversifying with International Stocks? Ep #67
It’s easy to stick with investments that are leaving all other assets in the dust. In fact, logic tells us because they’re performing so well, we should buy more.…
3 Frequently Asked Financial Questions, Ep #66
On this episode, we revisit some of our favorite clips to cover some of the more important frequently asked financial questions. Taken from episode 6 is the question: Do I…
What Tops Your Financial Bucket List?, Ep #65
All of us have a subconscious financial bucket list of things we want to accomplish. In talking with thousands of clients, we compiled a few of the biggest checklist items…
Your Social Security Guide in Less than 30 Minutes, Ep #64
One of the difficulties in decisions around retirement, is most people only get one chance. Making the most of that chance involves essential decisions around when and how you choose…
Financial Acronymology, Decoded, Ep #63
Do you ever feel financial advisors speak a different language? Many clients feel their advisors throw around financial terminology that creates more confusion than clarity. Financial planners use mnemonics and…
The Tumultuous Journey of Bitcoin and How Cryptocurrencies Work, Ep #62
You’ve heard about Bitcoin and other cryptocurrencies for the past few years now. “Nothing attracts the attention of the public like the possibility of missing out on the latest craze,”…
Planning A More Enjoyable Vacation, Ep #61
Next to the weather, vacation questions are in the small talk hall of fame. Each year, as summer approaches, more time is spent thinking, talking and planning for the perfect…
5 Easy Ways to Improve Your Financial Decisions, Ep #60
How often do you notice how your behavior influences your finances? Behaviors may seem like small decisions but they build up over time. Our default thinking makes a big difference…
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