Posts Tagged ‘Risk’
Grading 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.
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 MoreFortune Cookie Proverbs For Your Financial Plan
The message inside a fortune cookie may bring you more fortune than you think if you apply those proverbs in your financial plan. Let’s look at four fortunes and how it applies with your financial decisions.
Read MoreA 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 MoreHow To Handle Financial Pain Points in Retirement
When planning for retirement, there are a number of pain points that can come up to cause stress and fear for the future. What are some ways you can address these pain points now?
Read MoreCan Financial Planning Be A DIY Job?
Wondering whether or not you really need a financial advisor or if you could just figure it out on your own? Why do people choose to approach financial planning like a DIY project, and why do some of those DIYers later change their mind?
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