portfolio

Ep 22: Warning Signs – How To Spot Problems In Your Financial Life

  Just like the lights on your dashboard can indicate if something is wrong with your car (like low tire pressure or leaking oil), there are indicators in your financial life that might point out that you have a problem that needs to be addressed. On this episode, we’re going to give you five different…

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Ep 20: Going Against the Grain

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation.

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Ep 18: Answering Your Financial Questions

On this episode, we’re going to tackle a number of questions that we’ve received recently. From using commission payments for retirement saving to tax planning to retirement savings allocations, we’ll hit on a wide variety of topics. Hopefully you’ll hear something that you’ve also wondered about during the show.

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Ep 17: Retirement Facts – The Do’s and Don’ts While Retired

That’s why we’ve decided to compile a list of the things we’ve been talking about with clients recently and spend some time on each of them. These are some common questions, but they’re also important for retirement and ensuring that you know what you should and should not be doing with your financial plan.

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Ep 16: What They’re Saying – Analyzing Advice On Surviving A Bear Market

With current market trends it’s looking likely we’ll be facing a recession. What advice should you be listening to during this time?

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Ep 8: How to Recognize Your Own Voice of Greed

When it comes to your money, you might have several different voices in your head—maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom.

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Episode 4: 22 Money Moves For 2022

What can you do now to be in better financial shape at the end of the year?

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