Posts Tagged ‘Risk’
Do You Have These Blind Spots In Your Retirement Plan?
Many people can have a couple of “blind spots” so to speak when it comes to their retirement plans. Do you worry you may not be accounting for everything you might need for your retirement? Then today’s episode is perfect for you!
Read MoreUnderstanding Financial Risk
What kind of risks do you take in your financial life? As you get less comfortable with things like climbing up ladders and riding on skateboards, you might also become less financially risky. When you enter retirement, how you view your money in the market changes significantly from your working years. It’s important to look at your portfolio to ensure your investments match your risk tolerance.
Read MoreRisk Aversion
No one loves losing money. So how do you strike the right balance of investing vs. being overly risk averse? Eric talks through how he guides clients through this dilemma. You might be surprised to find out your investment accounts are riskier than you realized!
Read More3 Qualities of Money
All money has one (or two) of these three qualities: safety, liquidity, and growth. Eric shares which types of accounts carry these qualities for your money and why you should have a mix of each quality. What are the benefits and risks associated with each one?
Read MoreThe Different Types of Financial Risk
Life always has risk, and there are several types of financial risk. Do you know how much risk you have in your portfolio? Understanding the different types of risk may help you understand what kind of risk you are exposed to.
Read MoreGrading Your Financial Competency
Financial competency is something that is not taught nearly enough. As an advisor, Eric focuses on teaching not only strategic investing decisions but also the basic foundations of money. It starts by knowing how much you have. Then, ask yourself, how much do you really spend? It’s easy to spend more than you realize, so getting that in check can make a huge difference.
Read MoreInvesting and Coffee
In the fall, a lot of people are ready to cozy up with a coffee or latte in their favorite mug. For fun, we talk about the different types of coffee drinks and what kind of investor that might make them. Do you take your coffee the same style you do your investing? Which one are you?
Read MoreThe Different Kinds Of Annuities
To some people, an annuity is almost like a dirty word. In reality, there are a lot of different kinds of annuities, and some are better for your financial plan than others.
Read MoreFinancial Fortune Cookies
What small piece of wisdom can we take away and apply to our financial plan? Eric talks through five fortune cookie statements and what they mean.
Read More401(k) Weaknesses
If you have a 401(k), what are some of the downsides? Eric talks through what a 401(k) is best for and when it is better to invest elsewhere.
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 MoreHow Do You Know How Much You Need?
How can you know just what you need? Eric talks through four different financial scenarios to help you get a better idea of what you need to consider and feel confident in your decisions.
Read MoreNavigating Retirement Disagreements Between Spouses
What do couples tend to argue about when it comes to their money in retirement? Eric talks through what you need to do to get on the same page.
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 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 MoreFinancial 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 MoreFinancial Planning Lessons From Winston Churchill
How can the words of Winston Churchill help you in your financial life? We apply some of his quotes to your financial decisions in today’s 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 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.
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