What Makes Your Financial Advisor Tick?
It’s time to peel back the curtain a little bit to learn about your financial advisor.
Freedom to Face the
Future With Confidence
Future With Confidence
Podcast
The Things That Don’t Matter… Until They Do
Fire extinguishers, airbags in your car, and smoke alarms in your house are all examples of things in life that don’t really seem to matter until they’re the only thing that matters. On that rare occasion when you need one of those items, you’ll either be very glad that you have one, or really regretting the fact that you don’t. Let’s talk about some of the things in the financial world that don’t matter until they do.
5 Things You Must Know About Decumulation To Retire Successfully
So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resources out there to help retirees navigate the period of time after retirement. This is known as decumulation, the spending down and managing of the assets you’ve accumulated through your life. And on this episode, we’ll point at (at least) 5 things you must know about decumulation to retire successfully.
Not Your Father’s Retirement
If you’re of the age that your mom and dad retired 20 or 30 years ago, the world was a much different place when they walked away from their paychecks. Let’s talk about how things are different now.
Learning Through Uncommon Sense
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.
Mailbag Questions
This week we share some email questions that have come in to the podcast. We'll discuss leaving a 401(k) behind to a child, future inflation rates, and considerations in regards to owning a rental property.
Where Crisis & Opportunity Meet
To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means “opportunity.” Translated into English, it means “opportunity riding on a dangerous wind.” Let’s discuss how some of these crises might actually be opportunities, depending on your situation and perspective.
Are You Flirtin’ With Disaster?
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.
What Basketball Teaches Us About Retirement
With March Madness just wrapping up and the NBA Playoffs around the corner, basketball is still on the mind for some people. What can we learn about retirement planning by exploring some concepts in the game of basketball?
Revealing The Financial World’s Dirty Little Secrets
If you understand some of the dirty little secrets of the financial world, it’ll help you cut through the clutter and allow you to focus on what’s most important.
This Is Why You Never Assume
We often see people making certain assumptions about retirement that just aren’t correct. Let’s explore some of those on today's show.
How Women Can Make Sure They’re Involved In Financial Decisions
A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.
Explaining GameStop’s Meteoric Stock Rise And Lessons Learned From A Wild Wall Street Week
You probably heard all about GameStop stock and buzzwords like short squeeze, Reddit’s Wall Street Bets, and hedge funds the last week of January. But what really happened that had all of the financial media world stirred up and Alexandria Ocasio-Cortez and Donald Trump Jr. actually agreeing about something? We’ll seek to explain what happened and cover some lessons learned from the events.
The American Dream Isn’t Dead
Recently, Elon Musk became the richest person in the world, surpassing the likes of Jeff Bezos and Bill Gates. What's even more notable is Musk's net worth took a 9 billion dollar hit in one day when Tesla's stock plummeted. Despite this setback, Musk has still managed to come out on top and is for now the richest person on the planet. Mike shares his thoughts on this story and will also answer a couple of mailbag questions.
What Are The Three Qualities Of Money?
If you don’t know the answer to the question, then this episode is for you. On this episode, we’ll explore the three qualities of money, discuss whether you can achieve them in a single investment, and how to put the right emphasis on the different qualities. It’s really quite basic, but understanding these fundamentals can make an enormous difference in your financial life.
Lessons From The Market Crash Hall Of Fame
Let’s see what lessons can be learned from the most famous market crashes in United States history.
A 5 Question Retirement Preparedness Quiz
Want 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.
Is Diversification For Suckers?
If you look up quotes about diversification from famous investors, you might come across one from renowned investor Warren Buffet that will certainly raise your eyebrows. It goes, “Diversification is protection against ignorance. It makes little sense if you know what you are doing.” Yet, we’ve always heard about diversification being one of the keys to success for retirement planning. How can these seemingly different ideas both be right?
Secure Act 2.0
Earlier this year, we had the passing of the SECURE Act. Now there is talk about a SECURE Act 2.0. We discuss the different components that are being proposed and how it may affect you down the road.
Financial Forecaster
There are plenty of financial lessons to be learned from almost every area of life. And since the Weather Channel is everyone’s favorite station to let play in the background for hours at a time, let’s see what we can learn about retirement planning from the world of weather.