Equipping Points:
In the fall, a lot of people are ready to cozy up with a coffee or latte in their favorite mug. For fun, we talk about the different types of coffee drinks and what kind of investors that might make them. Do you take your coffee the same style you do your investments? Which one are you?
Listen to the entire episode or skip ahead to a particular question using the timestamps below.
- No frills, straight-forward investing is kind of like straight black coffee. [spp-timestamp time=”1:15″]
- Need a plan? You might want something simple and easy to make a decision. [spp-timestamp time=”3:06″]
- Overthinkers might want all the bells and whistles when it comes to their coffee. [spp-timestamp time=”5:17″]
- Is there such a thing as a good thing when it comes to investing? [spp-timestamp time=”7:07″]
- Need a quick fix and think crypto is your solution like a single shot of espresso? [spp-timestamp time=”9:06″]
Today’s Takeaway:
Related Resources:
Subscribe To The Podcast:
Apple Podcasts - Google Podcasts - Spotify - Stitcher - iHeartRadio - TuneIn
Check out some other recent episodes
Mailbag: Downsizing, Roths & Home Equity
In this mailbag episode, Eric tackles real listener questions about retirement communities, Roth 401(k) contributions, and using home equity wisely.
Advisor Pet Peeves: Fees, Bias & Bad Advice
Are you working with a true fiduciary… or just a well‑paid salesman? Financial advice should feel clear, personal, and aligned with your goals, but that isn’t always the experience people get. Eric shares a few of his biggest industry pet peeves and explains why individualized planning matters so much.
Your Biggest IRA Questions Answered
In this episode, Eric answers some of the most pressing questions that come up when people are trying to make sense of their IRAs and 401(k)s.
Mailbag: Retirement, Family & Special Needs Planning
In this mailbag episode, Eric tackles several real-life situations where family, uncertainty, and long-term responsibilities can make the financial picture more complicated.
What Does Your Net Worth Really Tell You?
Net worth can be a useful snapshot, but it doesn’t always tell you how prepared you are for retirement. In this episode, Eric explains why the number people are proudest of may not be the same number that actually drives retirement income planning.
Who Really Needs a Financial Advisor?
Ever wondered who truly needs a financial advisor, and who might be fine doing it alone? Eric looks at the different ways people approach retirement planning and how professional guidance can fit alongside a hands-on investing style.
4 Financial Commandments for Retirement
In this episode, Eric shares a few simple rules that could change how you think about retirement and investing.
Retirement Truth Bombs: Your Biggest Financial Blind Spots
Some long-held retirement assumptions deserve a closer look. Eric drops a few “truth bombs” and explains why one of an advisor’s most important jobs has less to do with picking investments and more to do with helping people avoid emotional decisions.
Mailbag: Hiring an Advisor, Market Crashes & Tax-Smart Giving
In this mailbag episode, Eric addresses whether do-it-yourself investors need professional guidance, how to respond to predictions of a market crash, and when a donor-advised fund may make sense.
Retirement Lessons from Betty White
Betty White may never have officially retired, but her humor and outlook offer several valuable lessons for anyone planning the next stage of life.