Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood. Plus, Barbara and Phil will react to the election and discuss what might be on the agenda for the new administration. […]
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 […]
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. […]
Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor. […]
It’s another mailbag edition of the show where we sit down and answer questions from our listeners. This time around we discuss leaving your entire 401(k) to a child, how you can grade your financial advisor’s performance, and investment advice from the media. […]
There is no question that the COVID-19 pandemic caused major turmoil in the stock market, but it seems that the stock market has continued to go up since the big dip that initially happened. Some people are skeptical of this trend and do not think that the market will recover quickly, while others remain optimistic. Barbara and Phil will explain why this trend has been happening and where they think the economy is headed. […]
Barbara and Phil will provide an update on conversations they’ve had with clients about the Coronavirus and then move into a discussion on where you’re getting financial advice from. […]
Congress recently passed the CARES Act to try and help alleviate some of the financial impacts that the Coronavirus has had on the country. Barbara and Phil will run down the main points of this bill and discuss their overall thoughts of this new piece of legislation. We will also answer a few mailbag questions in the second half of the show. […]
We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode. […]
The new year brought big changes to retirement accounts with the SECURE Act so let’s talk about the areas you need to pay attention to. Plus, we’ll open up the mailbag to cover cash, stock, and retirement planning. […]