4 Secrets to a Happy Retirement, Ep #76
If asked, most people are hopeful they will have a happy retirement. They’re just not sure they’re taking all the necessary steps to get there. We all have those moments…
Podcast
The 4 Most Popular Podcasts of 2018, Ep #74
We started our podcast in early 2016, with the hope of shining a light on opportunities being missed and mistakes to avoid. Three years later, we still love tackling…
5 Top Reads for Working Moms, Ep #73
Working moms face a difficult balance. People often feel that most women have a choice whether to work outside the home, but the reality is, 65% of families need both…
7 Tax Reform Opportunities and How to Spot Them, Ep #72
As the holidays near, visions of new tax savings dance in our heads. But knowing how to spot them is what really matters. With all the new tax law changes,…
How to Ignore the Stock Market Noise, Ep #71
If you’ve paid any attention to financial news recently, then you didn’t have to look far, as stock market noise was at a crescendo. Media headlines were filled with phrases…
5 Spooky Financial Stories, Ep #70
October is here so gather around the campfire. With Halloween round the corner, we are highlighting a few spooky financial stories that have scary circumstances. The type of fearful feelings…
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…
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…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.