At first glance, each of these statements seem like basic common sense that everyone agrees with. But when we look at the way people actually behave with their money, it seems that common sense is actually a bit uncommon.
LISTEN NOWHaving your legal documents or beneficiary designations out of date can often lead to financial disaster. Thankfully, these are very easy items sort out with a financial advisor.
LISTEN NOWSometimes numbers, figures and stats can go in one ear and out the other. But on this episode, we’ll break down 5 important statistics that are worth taking a moment to understand.
LISTEN NOWLet’s see what lessons can be learned from the most famous market crashes in United States history.
LISTEN NOWHave you thought about what life is going to be like for you in retirement? Is there a particular lifestyle you’re seeking? A couple of older lifestyle types have been making a comeback.
LISTEN NOWYou might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some of that up on this episode and clarify some of the ways you can evaluate your current advisor relationship and how to shop for, and find, the right advisor for you
LISTEN NOWWant to grade your preparedness for retirement? Here are five key questions you need to ask yourself. Your answers will help determine how ready you are for retirement.
LISTEN NOWOn this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.
LISTEN NOWThere’s a popular podcast called Stuff You Should Know, where they break down things like how sneezing works. Typically, it doesn’t have anything to do with the financial world. On today’s show, we’ll embrace the concept of “Stuff you should know”, but all based in the financial realm.
LISTEN NOWVanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and how you might compare to the “normal” savings behaviors of Americans.
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