How do I handle finances in a second marriage? Should I cash out my old life insurance policies? Is the Rule of 100 a good thing? Let’s dive into the mailbag and answer these and other questions.
We all want to live a long life, but that can be risky financially. On this week’s episode of Unlocking Your Financial Future, Ben explains the risks and why it’s an awkward conversation to have with clients.
What’s it like to work with your spouse? That’s the number one question Ben and Kaitlin get. On this week’s episode of Unlocking Your Financial Future, get to know more about Kaitlin and how she keeps the family business organized and running smoothly.
We’ve been hearing from a number of listeners who have sent in questions on a wide range of topics so we decided to dedicate an entire episode to answering as many as we can. From rental properties to fees and commissions to 401k company investing and more, we cover a lot of ground on this episode.
We’re only a year away from the 2020 presidential election and that’s making some investors anxious. How will the election affect finance? What about the candidates and their platforms? We get Ben’s thoughts on this topic plus two other recent headlines that all relate to retirement planning.
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.
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.
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.