Posts Tagged ‘Investing’
Investing Strategies by Profession
From teachers to engineers, there are a variety of people who work with Eric and his team to build a solid financial plan. Those in similar professions tend to have similar mindsets when it comes to finances. We discuss what similarities Eric sees across different industries and how he approaches each of them. Do any of these relate to you and your financial mindset? Find out what strategies a financial advisor might suggest pursuing.
Read MoreMailbag: Should I Help My Parents with Long-Term Care Costs?
For those in the sandwich generation, you may be wondering how much to help aging parents who weren’t prepared for long-term care costs or your children trying to pay for college. Is it wise to step up financially to help them or are you better off focusing on your own retirement savings? This dilemma is a common one and something a financial advisor can help you to navigate realistically. When you come through a planning process, you might discover an opportunity to help your parents or other family members without hurting your financial future.
Read MoreMailbag: Should I be Worried about Investing in a Bank?
You may have seen the news about some bank issues with banks like Silicon Valley Bank. Is that cause for concern? If you have money in the bank, Eric explains how much is covered and what you can do to protect yourself. With any investments you make, realize which of the three components you’ll have: safety, liquidity, or growth.
Read MoreThe Worst Investor
Which investors will end up ahead in the end? Eric talks through the types that might look successful…until they aren’t.
Read MoreFinancial Things We Can All Relate To
What are we all facing and wondering about in our financial futures? Eric talks through a few topics you might have had on your mind lately.
Read MoreMailbag: Should I Move my Mom’s Money into Investments?
Where’s the best place for your money to go? Several people are considering where their money should be, so Eric answers three questions from the mailbag for 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 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 MoreBaseball and Retirement Planning
America’s pastime has been enjoyed by people of all ages for many, many years, but how much have you thought about baseball from a retirement planning perspective? Today we’ll explore the parallels between being successful in sport and finances.
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 MoreManaging Your Risk Aversion
How much risk should you have in your portfolio? How do you know how much risk you actually have? Today we’ll talk about managing the risk in your investments.
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 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 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 MoreIf Retirement Were Like A Game Show
Everyone loves a good game show, whether it’s The Price Is Right, Jeopardy, or Who Wants To Be A Millionaire? It’s fun to play along, but remember, they’re just a game. Today we’ll talk about game shows and how they relate to your retirement planning process. Ready to play?
Read MoreEpisode #3: Mailbag – Weddings, Capturing Gains, Underperforming IRAs
We’ll take your questions on saving for weddings, capturing gains versus saving in taxes, and underperforming IRAs.
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