3 Not-So-Obvious Retirement Roadblocks, Ep #136
Have you ever been on your way to an epic summer road trip and then all of a sudden you come upon a roadblock? An unexpected work zone that is destined to add a half hour or more to your…
Our 3 Step Investing Process, Ep #135
What are you investing for? Many say higher or better returns–but higher or better than what? What do those higher returns make possible for you? To have a successful investment experience you need to have a plan in place. Mike…
What to Expect from a Financial Advisor – The 5 C’s, Ep #134
Have you been on the fence about hiring a financial advisor? This indecisiveness can cost you. Today we’re talking through a list of attributes you should expect when looking to work with a financial advisor. We’re sharing a list…
Tax Planning with the New American Rescue Plan, Ep #133
The American Rescue Plan was recently passed, but do you know all the changes it will bring? You probably already know about the stimulus checks, but you may not know how it could affect your taxes and healthcare. This latest…
How a Financial Advisor Invests Their Money – Cameron Hendricks, Ep #132
It’s always fun to peek behind the curtain and see the strategies and process people use for their decision making. During this conversation, we review some of my core beliefs on how I manage my own money including: Financial decisions…
Hidden Financial Mistakes and How to Spot Them, Ep #131
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….
During Stock Market Manias, Ask These 3 Questions, Ep #130
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…
Building Wealth by the Decades: One Thing you can do to Ensure Financial Success Ep #129
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…
Top Investment Lessons Learned from 2020, Ep #128
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…
12 Actionable Steps to Improve Your Financial Outlook, Ep #127
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…
