Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Don’t get us wrong. In many cases, your 401(k) can be your best investment vehicle, offering numerous benefits and tax advantages and many times a 100% return on some of your contributions (also known as an employer match). However, it's important to recognize that it might not always be the optimal choice for everyone. Join us in this thought-provoking episode as we dissect the reasons why someone should NOT invest in a 401(k).
What Will The Next Market Crash Look Like?
On this episode: This week we touch on diversification not only in your portfolio but in your news sources. Too much of any one resource... Read More
What Flying Teaches Us About Retirement
There are some important lessons that flying can teach us about retirement planning. There are surprisingly more common points than you may think.
You Need To Avoid These Portfolio Disasters
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
What Does Financial Security Mean To You?
“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.
Conventional Wisdom Isn’t Always So Wise
Let’s discuss a few examples where following conventional wisdom might lead you astray.
The 6 Things Wasting Away In Your Financial Junk Drawer – Part 2
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.