Ep 28: Coronavirus Fallout: What Financial Steps Should You Take Next?

2020-03-26T09:10:01-04:00March 26th, 2020|

It’s hard to imagine anyone avoiding losses over the last month due to the coronavirus fallout, but there are steps you can take to rebound when the market begins bouncing back. Today we’ll look at the opportunity in stocks, explain the importance of trusting your advisor in times like these, and talk about the next steps you should be considering with your retirement plan.

Ep 27: Coronavirus Impact on Financial Markets

2020-03-19T09:24:21-04:00March 19th, 2020|

The coronavirus has affected people around the globe and forced us to all change many aspects of our day-to-day lives. Maybe the biggest impact we’ve seen in the US has come on the financial side. The market collapse we’ve seen over such a short period of time is unprecedented and has many people concerned. We turn to Ben for perspective on what we’re seeing and reassurance that retirement planning is a long-term play.

Ep 24: Lies You Might Hear from a Financial Professional

2020-01-28T10:01:50-05:00February 27th, 2020|

A lot of financial professionals aren’t always completely honest. It’s not that they intentionally want to mislead you, but there are talking points many brokers are given that aren’t completely true. Sometimes they might even believe these sentiments, but let’s discuss four statements that you need to be cautious about if you ever hear them from an advisor.

Ep 21: SECURE Act Brings Changes to Retirement Accounts

2020-02-06T09:22:20-05:00February 6th, 2020|

Attention has turned to the new SECURE Act to begin the new year and for good reason. This marks the first significant retirement legislation in years and it’ll be impacting both retirees and pre-retirees. What changes should you be planning for and what other considerations need to be made? That’s what we’ll be discussing on this episode.

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