Posts Tagged ‘investments’
Every once in a while, financial concepts or strategies get misunderstood or misconstrued. It’s important to understand what you have and why you have it. On today’s show, we break down some financial ideals to find the “mistruths” or lies that can mistakenly be adopted.Read More
Financial Main Characters and Secondary Characters
When you watch TV shows or movie, it doesn’t take long until you realize who is the main character or who is more of a secondary character. When it comes to your financial life, which strategies, products, or tools are main characters in your financial plan and which ones are secondary?Read More
Separating Your Money
Do you have all of your money in one place? Sometimes your money should be kept in separate funds and separate places so that it can be used for the appropriate purposes. You want to be able to access the money you have when you need it, both now and in the future.Read More
Should you follow conventional wisdom when it comes to your financial decisions? Eric shares when the conventional wisdom might not be best.Read More
Mailbag: 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 More
Retirement 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 More
Mailbag: 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 More
Mailbag: Can I Sell My Home and Just Rent in Retirement?
Ever consider a retirement plan that seems a little unorthodox? There’s no one-size-fits-all when it comes to financial planning, so Eric answers three questions in the mailbag from people considering a less traditional decision to make their plan work for them.Read More
Should You Follow Dave Ramsey’s Financial Advice?
Is the baby step program and financial advice from Dave Ramsey for everyone? What does a registered financial consultant have to say about it?Read More
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 More
Mailbag: 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 More
Things 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 More
The Three Worlds of Money
Do you know the three worlds of money? Where does the bulk of your money live? Is your money appropriately balanced across all three worlds? We’ll break it all down on this episode.Read More
Mailbag: How Do I Plan for Possible Long-Term Care Expenses?
When building a financial plan, it’s important to consider several different angles. Eric answers three questions from the mailbag on this week’s episode.Read More
Financial Planning and Gun Safety
What safety measures do you use when you own a gun? Are you implementing similar tactics with your financial plan?Read More
Social 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.Read More
A Message For The Good Savers
Maybe you are great at saving and putting away money toward retirement. Is that enough? Find out three areas where a bit more strategy and behavior modification may come into play with your savings and investments as you enter into retirement.Read More
Planning Your Road Trip Towards Retirement
Think back to your last road trip–what did you do to prepare? Chances are you didn’t suddenly jump in the car and then a few hours (or days) later simply arrive. Yet this is what some people think retirement looks like. Instead, you’ve got to plan ahead and know where you’re going and how you’ll get there.Read More
Should You Adhere To Conventional Financial Wisdom?
What common financial advice have you heard that is actually worth following? Do these concepts provide a better financial future for you and your family? Or are these ideas more damaging in the long-run?Read More
Retirement Decisions: More Than Just Investments
When it comes to planning for your retirement, there’s a lot more to consider than where to invest. Going beyond the data and numbers, you need to consider these areas of your life and what you want them to look like in retirement.Read More