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 how to avoid them
“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 clients during the planning process.
Let’s discuss a few examples where following conventional wisdom might lead you astray.
This week we'll tackle our first round of listener questions. We'll discuss how to decide on the right type of life insurance policy to purchase, as well as how difficult it is to roll over a 401(k) on your own.
We continue on with our conversation about the financial junk drawer, so let’s talk more about some of the things that end up there and how they might be put to better use.