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 […]
As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let’s broaden the scope out for this particular episode and focus on some of the most common retirement planning questions about taxes. We’ll talk about mistakes to avoid and how a proper plan can make a significant difference in someone’s tax savings. […]
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. […]
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. […]
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. […]
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. […]
On today’s show, we will be answering some mailbag questions that have come into the show. We will discuss some TSP strategies, buying stocks in a down market, and when you should hire a financial advisor. […]
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. […]
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 […]
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. […]