Behavioral finance plays a crucial role in the financial planning we do at the Athenian Private Client Group and it’s part of the Human Element Program we roll out for clients. Today we want to explore the psychology of finance, explain our approach, and look at the role it plays in investing. Understanding the behaviors…
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When we think of retirement, we often imagine a life free of stress, full of leisure and relaxation. However, the truth is that retirement can be one of the most stressful events in a person’s life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process. Learn…
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Each generation is currently navigating a unique part of the retirement planning experience. Right now, the baby boomers are retiring every day at record numbers. This major life event comes with a handful of financial planning questions that every baby boomer should be asking, and today we’ll do our best to provide some answers. From…
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Are you planning for your retirement with the confidence that you’re making all the right moves? In today’s episode, we’ll unveil the crucial income planning mistakes that could jeopardize your retirement and show you how to craft a financial plan that’s built to last decades, not just years. One of the most challenging aspects of…
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Have you ever wondered what questions to ask your financial advisor, or why those questions are crucial? In today’s episode, we’re tackling exactly that. We’re discussing the vital questions that bring transparency and depth to your financial advisory relationship. It’s about getting clarity on how advisors work, what they specialize in, and how they align…
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Retirement can have different meanings for different people. Today, we explore 9 interesting facts about retirement. How do these change your perception on this next phase in life?
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Tax consequences are one reason retirement planning can be so difficult, leaving many people confused about which accounts best fit their needs.
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