Two Advisors, Twice the Confusion?
Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we’ll tackle a person’s question about this very dilemma.
Spring Cleaning for Your Finances: A Marie Kondo Approach to Money
Spring is in the air (or at least it will be soon) and for some, that means it’s time for spring cleaning. Marie Kondo is considered an expert in tidying and decluttering, and wrote the book, “The Life-Changing Magic of Tidying Up.” Let’s take some of her quotes and concepts about tidying up and apply them to your financial life…
If You’re a Smart Investor, Do You Really Need a Financial Advisor
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.
Financial “Strategies” That Just Don’t Work
Let’s talk about some financial planning “strategies” that don’t really work (even though some people, even some financial advisors, believe in them).
Financial Terms You Should Know During The Pandemic
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.
Coronavirus Update – The Cares Act
In wake of the financial impacts COVID-19 has had on the economy, Congress just passed a bill call the CARES Act. We talk about the main points of this bill and how it could possibly benefit you and your family.
Solid Financial Truths
A lot of things in the financial landscape have an “it depends” resolution. It can be frustrating when things are so fluid and vary person to person. So, let’s discuss some financial truths that we can state with confidence and see what we can learn from them.
Market Update (3/9/2020)
At the time of this podcast recording, 3/9/2020, the market dropped pretty significantly. We discuss why this is happening and why a plan is key in order to sustain big drops when they do occur.
How To Set Financial & Retirement Goals
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.
Basis Points
Today's episode focuses on what basis points are and why it is important for you to understand this financial term. We also address an email question from Miles who asks if it is okay to work with multiple financial advisors.
