If You’re a Smart Investor, Do You Really Need a Financial Advisor

By |2025-02-21T16:54:50+00:00February 21st, 2025|Podcast|

If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo. So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.

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Financial Terms You Should Know During The Pandemic

By |2022-09-09T23:46:40+00:00May 7th, 2020|Podcast|

The Coronavirus pandemic has likely led to you hearing a lot more financial buzzwords and it’s possible you aren’t familiar with some of the terms getting thrown around. Let’s take a look at some of the most popular ones and see what we can learn from them.

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How To Set Financial & Retirement Goals

By |2022-09-09T23:51:37+00:00February 20th, 2020|Podcast|

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode.

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Where To Find Bias In Financial Media

By |2022-09-09T23:56:10+00:00January 23rd, 2020|Podcast|

It’s always good to keep yourself up to date with what’s going on in the financial world. But it’s also important to understand that the information you get from the media isn’t completely unbiased. Let’s talk about some of the problems with the financial media...

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