Making Smart Decisions During Major Life Events
Let’s explore some of the things you should be thinking about to make smart financial decisions when you encounter some of the most significant events in your life. […]
Tag: retirement
Curing Financial Diseases
The Fork In The Road The doctor is in, and we’re here to share some common financial diseases and how they can affect you. From “Inflation-itis” to “Old Fogey’s Disease,” we can spot the trouble areas in your financial life. Whether you suffer from “Acute Portfolio Riskopathy” or “Nursing Home-Atosis,” we are here to […]
Mailbag: Should I Be Considering Roth Conversions?
We will be opening up the mailbag on today’s show to answer some listener questions. We will be discussing if it’s wise to start taking social security to pay off your house, some considerations when thinking about doing a Roth conversion, and some things you can do with an inheritance. […]
Please Read The Fine Print
It’s been said that “the sales brochure giveth and the fine print taketh away.” In this episode, we’ll talk about some of the things we hear from people when they don’t pay enough attention to the fine print. […]
Mailbag: Should I Pay Off My Mortgage Before Investing In Rental Properties?
It’s another mailbag edition of the show. This time around we will discuss contributing to your retirement account with commissions, if it’s wise to pay off your own mortgage before investing in rental properties, and some considerations when looking at investment returns. […]
How Procrastination Dooms Your Financial Future
People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them. […]
What They’re Saying: Analyzing Advice On Surviving A Bear Market
It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll breakdown the guidance to provide some important context and perspective. […]
Why Retirement Planning Ain’t What It Used To Be
The Fork In The Road In some ways, retirement planning was easier for past generations. Let’s explore how a good financial advisor helps people overcome the additional challenges of today. Our parents and grandparents may not have had to face these things, so just relying on the experiences of family members might not be enough […]
Investor Beware: Spotting Red Flags When Picking An Advisor
Do you know what red flags, but also some good signs, to be on the lookout for when you’re searching for an advisor to work with as you prepare for retirement? On this episode, we’ll give you some red flags to be aware of, teach you how to spot them, and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests. […]
Is It Time to Panic?
Inflation is up. Supply chain issues continue. The market is down. Military conflicts continue. Pretty much anywhere you look you’ll find unsettling news. Is it finally time to panic? Let Barbara and Phil ease your nerves and tell you why this time is like all the others. […]