Posts Tagged ‘financial advisor’
Playing 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.
Read MoreRetirement Income Planning Essentials
What do you need to know about retirement income? From Social Security to planning for inflation, Eric breaks down the basics of what you need to know and how to make a plan that fits your future.
Read MoreEasy Financial Improvements To Make
What’s a simple way to make your financial planning better? Today we are going to discuss some easy steps you can take to improve your financial plan.
Read MoreMoving On From Financial Mistakes
Instead of getting stuck in a rut after a financial mistake, it’s important to move forward in the right direction. So, what can you do to recover? Find out on today’s show.
Read MoreCommon Complaints About Financial Advisors
Are you feeling frustrated when it comes to your financial planning? If so, these three common financial complaints might make you feel like you aren’t alone, but also give you hope for a better scenario.
Read MoreWhy People Put Off Meeting with a Financial Advisor
Are you avoiding meeting with an advisor? Let’s talk through some of those fears or doubts and help you overcome the hurdles to getting your financial plan in order.
Read MoreEmotions That Drive Financial Decisions
Are you letting emotions sway your investing decisions? We talk about what emotions should you look out for and how can you invest based on logic.
Read MoreWhat Creates A Sense of Urgency With Your Financial Plan?
Have you been procrastinating putting together a financial plan or do you have a sense of urgency? What events may prompt you to act quickly?
Read MoreCan You DIY Financial Planning?
What reasons might someone debate going DIY when it comes to a financial plan? Is it better to go to an advisor or is sometimes DIY right for you?
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