During Stock Market Manias, Ask These 3 Questions, Ep #130
Stock market manias have an uncanny way of capturing our attention. Not only do they dominate weekly headlines, but create visions of what could be. The most recent example…
Posts by Chad Smith
Building Wealth by the Decades: One Thing you can do to Ensure Financial Success Ep #129
What is the most important thing you can do for building wealth? Recently, Jeff Levine (@CPAPlanner) put this question out into the Twitterverse: Question: Other than regularly saving and…
Top Investment Lessons Learned from 2020, Ep #128
From a historically quick bear market to a speedy rebound, 2020 certainly took us on a wild ride. But there is a lot we can learn from this memorable year…
12 Actionable Steps to Improve Your Financial Outlook, Ep #127
As we come upon a new year it is a good time to reflect on your finances and set goals. In this episode, we discuss 12 steps you can take…
Are Value Stocks Dead? Ep #125
Growth stocks have been on a tear over the past several years. However, traditionally value stocks have been the big performers over the long-term. But with the rapid rise in…
Should you Take an Early Retirement Package, Ep #124
Have you been offered an early retirement package? Early retirement packages are on the rise. Companies are looking for ways to cut costs and one way to do that is…
If Only I Had Bought Zoom When it IPO’d in 2019, Ep #123
While the FAANG stocks have been the most obvious enviable stock positions over the past decade, there are always success stories readily available to raise feelings of doubt and FOMO…
Leaving and Receiving an Inheritance by the Decades, Ep #122
Estate planning is one of the most overlooked and procrastinated upon areas of financial planning. But when thinking about receiving an inheritance, advanced planning can provide smoother and more…
Preparing for a Professional Pivot, Ep #119
2020 has been a year of change. The pandemic has given people an opportunity to rethink their lives and many have been rethinking their career. Whether you are one of…
Do You Ask These Questions When Selecting Investments?, Ep #118
We know how important it is to save for retirement, but at the same time, focus on enjoying life now. In this episode, we walk you through how to…
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