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.

Ep #1: Do You Need Life Insurance After Retiring – Busting Financial Myths, Part 1

2019-09-03T15:34:09-04:00August 31st, 2019|

We kick off our five-part series about financial myths with a product that Ben has worked with in his career: life insurance. Many people feel life insurance isn’t needed after retirement, but that’s not the case. We’ll explain life insurance options, why it can be needed after retiring, and how it can become an income source.