Posts Tagged ‘Financial Plan’
Financial 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 MoreWhat to Know About Biden’s Initial Executive Orders
Let’s take a look at some of Biden’s executive orders so far in his first few weeks. How could they alter your financial plan?
Read MoreWhat Does Mark Twain Have to Say About Your Financial Plan?
What financial wisdom can we glean from the sayings of Mark Twain? Believe it or not, many of these quotes are quite relevant today.
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 MoreWhat Goes Into a Customized Financial Plan?
Why should you have a customized financial plan? What do you need to consider and what goals help you build an outline for your plan? Join us as we talk about what goes into the process of setting someone up for a secure future.
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 MoreHeard It Through The Grapevine?
From million-dollar retirement benchmarks to presidential election fears or predictions, have you heard these through the grapevine? Eric shares what he thinks about these three financial rumors.
Read MoreIs This Retirement Fact or Fiction?
Ever hear something and think, could that be true? Some of these financial concepts are fact and some are fiction–do you know which is which?
Read MoreAre You Flirting with Financial Disaster?
You might feel great about where you stand financially but there’s a chance you could be flirting with disaster. We’ll tell you about three key areas where people make mistakes in their planning that can end up causing major financial problems in retirement.
Read MoreAre You Facing Financial Crisis or Financial Opportunity?
From market crashes to empty nests, we discuss different situations that may be first viewed as a crisis. But is it really an opportunity in disguise? We will explore both sides today on the podcast.
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 MoreGrading Your Financial Competency
How would you grade yourself on your financial competency? Are you at the top of the class or falling behind? Find out on this episode.
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 MoreWhat To Do With Unexpected Extra Cash & Other Mailbag Questions
While many are hitting hard times financially, maybe you are among the few who are doing well and trying to make the most of it like Grace in Ames. Eric gives some advice on what to do with extra cash as well as answering two other questions from the mailbag.
Read MoreWhat’s The Difference Between These Important Financial Terms?
Do you know the difference between a Roth contribution and a Roth conversion? What about individual bonds and bond funds? Eric explains the difference between these important financial terms so you can decide what should be included in your financial plan.
Read MoreShould I Keep My Life Insurance Policy + Other Mailbag Questions
If your life insurance policy goes up after you turn 60, you may wonder if it’s still something
worth paying for. Or maybe you’ve just received an inheritance and don’t know what to
expect when it comes to taxes. Eric answers three questions from the mailbag this week.
Life Happens: How Will Your Financial Plan Be Impacted?
We all know at one point or another something is bound to happen that can throw off your financial plan. How will you address these possible scenarios when it comes to your financial plan?
Read MoreDon’t Mistake Good Intentions for Sound Financial Advice
Can you tell the difference between good intentions and bad advice? Sometimes, even people who are truly trying to help can give you bad information and cause you to question your financial decisions.
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