Posts Tagged ‘financial advisor’
Financial Security in Retirement
What does it look like to achieve financial security? Let’s talk through a few financial goals people have when they meet with a financial advisor.
Read MoreFinancial Planning for Business Owners
When you’re a business owner, you put your heart and soul into your business. There’s a lot that goes into starting and running a successful business. When it’s time to retire though, how can you make sure your transition goes well?
Read MoreRetirement Vacation Planning
Let’s plan the vacation of your dreams: retirement. More than simply a week away, you want to spend the right amount of time and energy thinking about this major season in life.
Read MoreA Perfect Match: Tennis and Retirement Planning
Ready to ace your retirement plans? Let’s talk tennis and see how much it relates to your financial plans on today’s show.
Read MoreMailbag: Money Management Tips For Younger Couples
What financial advice does Eric have for younger couples? What can you do to reduce next year’s taxes? Eric answers these questions and more from the mailbag.
Read MoreBuilding a Plan for the Long Haul
What do you need to get you through the long haul of life? Eric talks us through what this looks like in your financial plan and how to build it with an eye on a distant horizon.
Read MoreWhat Do You Need to Know About Today’s Inflation?
Everywhere you turn there’s a headline about inflation but what do you need to know about what’s going on? Eric weighs in on the recent numbers and what you can do about it.
Read MoreMailbag: Should I Save Elsewhere Besides My 401(k)?
What kind of savings do you really need for retirement? Are you working with the right advisor to get you there? Eric answers three questions from listeners.
Read MorePlaying the Retirement Game Show
Come on down! We talk about our favorite TV game shows and how it relates to our financial plan (and when it should look different).
Read MoreMailbag: Is It Common to Worry About Running Out of Money?
Do people usually fret about running out of money? Are there ways to set aside retirement money for your adult children? Eric answers these questions and more on today’s show.
Read MoreRetirement Planning with Shaq
Ready to spend some time on the basketball court? We have some fun talking through past quotes from Shaq and then applying them to financial decisions.
Read MoreHow Do You Say It?
When it comes to phrases or jargon, it’s good to know how to say it and what means what. Do you know what we’re talking about with each of these things?
Read MoreMailbag: Pensions, Vacation Homes, and More
Have a question for Eric? As a retirement planner, he answers questions like this all day. We tackle three questions today about pensions, vacation homes, and having multiple brokers.
Read MoreHow Do You Pick A Financial Advisor?
Maybe you know you want to work with a financial advisor but don’t know how to determine which one is best for you. Where do you start? What should you look for?
Read MoreDelayed Gratification in Retirement Planning
What financial rewards are worth waiting for? We talk through three sets of options to determine whether delayed or instant gratification is better in retirement.
Read MoreTwo Truths and A Lie
What kind of lies do you need to watch out for when it comes to your finances? Eric shares the truth you need to know in these five financial situations.
Read MoreRetirement Reality Checks
Are your expectations of retirement realistic? We talk through four things to keep in mind when you dream about your retirement future.
Read MoreUnlikely Financial Wisdom
Sometimes wisdom comes from the most unlikely places. Today we take celebrity advice and apply it to our own financial lives for a new take on how to approach your financial plan.
Read MoreReasons to NOT Work with a Financial Advisor
Are there any good reasons to skip out on working with a financial advisor? We talk through some funny ones on today’s show.
Read MoreMailbag: Rental Properties, Advisor Reviews, and More
We are opening up the mailbag today to answer some listener questions. We will be discussing rental properties, taxes on sold businesses, and changing advisors based on investment performances.
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