Why Are You Making Excuses For Sticking With The Wrong Advisor?

Very often we see a broker or advisor who’s doing a less than stellar job, but folks continue to work with him or her simply because they feel that he or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons…

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You Need To Avoid These Portfolio Disasters

Today’s Flight Plan: Between wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and…

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What Does Financial Security Mean To You?

Today’s Flight Plan: “Financial Security” might mean different things to different people, but for nearly everyone, making sure that they achieve their own definition of security is the most important part of their retirement plan. So, how do you define financial security? On today’s show, we’ll cover some of the popular responses we hear from…

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Changing Jobs? Don’t Forget Your Retirement Account

  People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are advantages of taking your old retirement plan with you when you leave. An old account can be transferred to an IRA (Individual Retirement Account) or a new employer’s retirement…

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Exposing 401(k) Weaknesses

Today’s Flight Plan: Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b…or TSP…or 457 plan). Click the play button to listen to this episode… Explore More Episodes: Check out more episodes of…

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4 Simple Retirement Questions (That Are Hard To Answer)

Today’s Flight Plan: Some of retirement planning’s most important questions seem so simple at first. They can be asked in just a few words and give the impression the answers are a simple “yes” or “no”. But it’s tricky because many of these questions can become overwhelming to answer. Let’s cover some of the important…

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5 Tips for Managing a Sudden Financial Windfall

As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, over 60 trillion dollars is expected to change hands in the next 25 years. You may acquire sudden wealth in other ways, such as the sale of a business or property, divorce settlements, winning…

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Don’t Utter These Famous Last Words

Today’s Flight Plan: Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either. Click the play button to listen to this episode… Explore More Episodes: Check out more episodes of the…

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Coming Soon – Introducing The Retirement Pilot Podcast

Today’s Flight Plan: Get ready for The Retirement Pilot with Steve Hoover of Wealth Partners Corporation. It’s a new podcast that’ll help you plan for your financial future and retirement. Steve specializes in helping you cover all your financial bases and giving you the edge you need to succeed in retirement. Listen to this quick…

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US and China Trade War 2019

After months of relative quiet, the trade war between the U.S. and China has erupted again in a big way. The markets are the most immediate casualty, with the Dow plunging over 600 points on Monday alone.1 In all likelihood, you’re probably more focused on things like spring cleaning, your upcoming summer plans, and the…

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