Posts Tagged ‘financial advisor’
Can 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?
Read MoreFinancial Fill in the Blank
What’s the best way to not run out of money in retirement? What are most people worried about when retirement planning? Eric fills in these blanks in today’s episode.
Read MoreEstate & Legacy Planning FAQs
When receiving an inheritance, a lot of interesting or unexpected scenarios can occur. We discuss four different situations to hear Eric’s advice on how to handle them on today’s episode of the Retirement Ready podcast.
Read MoreNew Year, New Ideas to Consider
We all like the idea of a fresh start in the new year. What changes are already underway? Or, what changes might be unwelcomed when it comes to your retirement plan?
Read MoreMailbag: Should I Use My Severance Package to Pay Off the House?
Whether you want to learn more about using your HSA or trying to make strategic use of your severance package, Eric answers three questions from the mailbag. Do any of these questions relate to your situation?
Read MoreThings Your Advisor Should Be Doing
What kind of decisions are you making alongside your financial advisor? How do you know if they are doing everything you need when it comes to creating and implementing a retirement plan? Eric talks through what you deserve from a financial advisor and how his team works with clients to meet their needs.
Read MoreFacing the Villains in the Financial World
Do you have a favorite movie villain? We talk about three classic roles and explain how they compare to the villains you may encounter in the financial world.
Read MoreWhy Eric Loves Working as a Financial Advisor
Why does Eric do what he does? What’s his history and what are his passions? Find out on today’s episode of the podcast.
Read MoreUncommon Sense in Financial Planning
When common sense isn’t followed, what does that look like? What common sense should we adhere to when it comes to financial planning?
Read MoreVisiting the Financial Doctor
We’ve all been to the doctor at some point, so how is it like working with a financial advisor? We compare the similarities on today’s podcast!
Read MoreHow To Pack Your Financial Suitcase
When you go on a trip, a lot of times it helps to refer to a packing list to make sure you have everything. When putting together a financial plan, do you have everything in order? Let’s talk about what you need to put into your financial suitcase.
Read MoreWhat Is Your Retirement Mindset?
When it comes to retirement, where are you at? If you’re getting closer to retirement, it may help to understand your current mindset in order to know how best to proceed.
Read MoreMaking The Right Decisions With Your 401(k)
Are you wondering what to do with your 401(k)? How can you make sure this investment is set-up well to suit your needs? Let’s answer some of the most common questions regarding this popular retirement account.
Read MoreWhich TV Character Describes Your Financial Personality?
What kind of classic TV personality do you most relate with when it comes to handling your finances? Are you more like Gilligan or Barney Fife? Find out on today’s podcast!
Read MoreFinancial Pet Peeves
What little (or not little) things get under your skin when it comes to financial planning? Are they the same pet peeves as Eric’s? Find out on today’s podcast!
Read MoreMailbag: When Should I Take Social Security?
Are you wondering how much longer you really have to wait before claiming Social Security? Or are you looking to find the perfect financial advisor but haven’t found them yet? Eric answers three questions from the mailbag in this week’s podcast.
Read MoreFinancial Truth Bombs
Need someone to tell it to you straight? On today’s episode, Eric gives four financial truth bombs that might change the way you think about your financial plan and your portfolio.
Read MoreOutdated Financial Rules
What financial rules are worth following and which ones need an update? On this episode, we discuss several known financial rules to see which ones are dated and which ones stand the test of time.
Read MoreThe Customer Ain’t Always Right In Financial Planning
When you see a financial advisor, do you want them to always tell you “you’re right” or do you want someone to coach your through your financial plan? Let’s talk about when the customer isn’t always right when it comes to financial planning.
Read More5 Frequently Asked 401k Questions
Do you have a question about your 401(k)? There’s a good chance you’ve wondered about at least one of these five frequently asked questions when it comes to your 401(k).
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