Posts Tagged ‘investment strategy’
Questions To Ask Your Advisor
Eric walks through the key questions that can reshape how you think about your plan and explains how the right questions can lead to better clarity, smarter decisions, and a more confident path into retirement.
Read MoreHow the 24/7 News Cycle Hurts Your Portfolio
In today’s 24/7 news cycle, financial headlines are designed to grab attention, not guide smart decisions. The result? Decisions driven more by noise than by strategy. In this episode, Eric explores how media influence, emotional reactions, and misunderstood risk tolerance can quietly derail a financial plan.
Read MoreBad Investor Habits to Break Now
Today, Eric breaks down the habits that can turn good intentions into bad investing outcomes.
Read MoreWhat Golf Teaches Us About Retirement
Golf and retirement may seem worlds apart, but the lessons from the course fit perfectly into financial planning.
Read MoreWhat Your Life Habits Reveal About Your Finances
We all have those personality quirks: a car full of fast-food napkins, forgetting names mid-conversation, or insisting on carrying all the groceries in one trip. But what if those small, relatable habits say something deeper about how we handle money, risk, and retirement planning? In this episode, Eric brings humor and insight to the table as he explores how everyday behaviors often mirror our financial tendencies.
Read MoreWhat The Psychology of Money Reveals About Retirement
We all like to believe we’re rational when it comes to money, but our emotions often tell a different story. In this episode, Eric unpacks key insights from Morgan Housel’s The Psychology of Money and explains how our upbringing, fears, and life experiences shape how we save and spend. From the fear of running out to the trap of always wanting more, Eric explores why logic alone isn’t enough to build a solid retirement plan.
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 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 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 MoreHow To Mess Up Your Retirement Plans
How can you know your retirement plans are what they should be? What thoughts and assumptions can ruin your retirement? One thing’s for sure–you don’t want to mess it up!
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 MoreSocial Distancing For Your Finances
In order to keep safe, we’re all practicing social distancing right now. With your finances, are there some areas that need a little bit of space between them for safety and protection? Let’s run through four examples of social distancing in your financial plan.
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