Do you ever wonder about what hidden financial mistakes you are missing? Sometimes our financial mistakes aren’t obvious, so in this episode we are discussing 3 hidden financial mistakes that you may be making and how you can spot them….
Stock market manias have an uncanny way of capturing our attention. Not only do they dominate weekly headlines, but create visions of what could be. The most recent example is the rapid rise of meme stocks, including Gamestop, AMC…
What is the most important thing you can do for building wealth? Recently, Jeff Levine (@CPAPlanner) put this question out into the Twitterverse: Question: Other than regularly saving and investing, what do you think is the single most important…
From a historically quick bear market to a speedy rebound, 2020 certainly took us on a wild ride. But there is a lot we can learn from this memorable year in the markets. In this episode, we are reflecting on…
As we come upon a new year it is a good time to reflect on your finances and set goals. In this episode, we discuss 12 steps you can take action on to improve your financial outlook. If you’re looking…
Motivated by the new book, How I Invest My Money, I (Mike Eklund) wanted to communicate how I manage my own money. In our recent podcast, we discuss my approach with investments, savings, spending, debt, insurance, and what the…
Growth stocks have been on a tear over the past several years. However, traditionally value stocks have been the big performers over the long-term. But with the rapid rise in growth over the last 10 years, are value stocks still…
Have you been offered an early retirement package? Early retirement packages are on the rise. Companies are looking for ways to cut costs and one way to do that is to offer seasoned employees an incentive to ease into a…
While the FAANG stocks have been the most obvious enviable stock positions over the past decade, there are always success stories readily available to raise feelings of doubt and FOMO in even the most disciplined long-term investors. For example, investors…
Estate planning is one of the most overlooked and procrastinated upon areas of financial planning. But when thinking about receiving an inheritance, advanced planning can provide smoother and more beneficial transitions. While your legacy is important, it doesn’t generally…
