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Ep #11: Awkward Conversations With Your Financial Advisor – Part 2

2019-11-14T09:50:52-05:00November 21st, 2019|

No one enjoys having to take part in those difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s finish up our two-part series with three additional topics that you might not enjoy discussing but your financial advisor needs to be asking these questions.   

Ep #10: Awkward Conversations With Your Financial Advisor – Part 1

2019-11-14T09:12:03-05:00November 14th, 2019|

No one enjoys having to take part in those difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s explore two of those awkward conversations every good financial advisor should be bringing up with you. In part one of this series, we’ll look at how the death of a spouse and the possibility of nursing home care can affect your plan.

Ep #9: The Risks Savers Face: Not Spending Enough – Part 4

2019-11-07T14:37:03-05:00November 7th, 2019|

On the final installment on our series about the missteps that savers make along the way, we turn our attention to something most people love to do: spending. Savers aren’t the best at this because it’s a complete shift in mindset, but there will come a time when you need to spend the money you’ve been working so hard to accumulate.

Ep #8: The Risks Savers Face: The Tax Time Bomb – Part 3

2019-10-17T12:35:04-04:00October 24th, 2019|

Part 3 of our series on savers and the missteps they can make in planning, we turn to the dreaded topic of taxes. As you save and invest for your future, are you considering the tax time bomb that could be looming down the road? What about strategies that can help lessen your tax burden? Let’s discuss the options that you have to save yourself money in taxes.

Ep #5: Shifting from Stocks to Bonds Removes the Volatility – Busting Financial Myths, Part 5

2019-09-20T12:07:25-04:00October 3rd, 2019|

Today we wrap up the five-part series on Busting the Biggest Financial Myths with a conversation on stocks and bonds. There’s a common belief that shifting to bonds removes all the volatility out of your portfolio, but that not a certainty. To help us explain this idea, we bring on a guest that specializes in building and maintaining client portfolios.

Ep #4: Financial Planning Can Be Done by Anyone with Technology – Busting Financial Myths, Part 4

2019-09-20T12:06:12-04:00September 26th, 2019|

On part four of our financial myths series, we take a look at the idea that financial planning today is much easier to do because of technology and it’s something you can easily take on by yourself. While it’s great to have access to everything the internet has to offer, it’s far from a perfect solution to planning your future.

Ep #3: You’ll Be in a Lower Tax Bracket When You Retire – Busting Financial Myths, Part 3

2019-09-09T12:05:05-04:00September 19th, 2019|

Now we move to part three of a five-part series about financial myths and this episode focuses on taxes. Once we finish working, it’s easy to assume that our taxes will drop because we’ll move into a lower tax bracket. Well, that’s not the case. Find out why your taxes might increase and what strategies you can use to offset that.

Ep #2: Will You Need Less Income When You Retire – Busting Financial Myths, Part 2

2019-09-04T12:11:25-04:00September 12th, 2019|

Today it’s part two of a five-part series about financial myths and this episode focuses on an important one. The common belief in retirement is that you’ll need less income than you did while you were working. While we all hope this is true, basing your plan off this idea can put you in a difficult situation down the road.

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