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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Long Term Care

By |2022-09-09T23:12:07+00:00September 3rd, 2020|Podcast|

We have recently been receiving many questions about LTC and not just how to get coverage but actually getting help, care and assistance when we need it. As we age this gets tougher and for many who lost a spouse or are single there is added worry on how to protect and care for ourselves. This week, Mike addresses some of the things that have been coming up lately with many friends, clients and colleagues.

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The Truth About Longevity Risk

By |2022-09-09T23:14:09+00:00August 20th, 2020|Podcast|

Living a long time isn’t supposed to be a bad thing and it almost seems counterintuitive to categorize it as a risk. But it is. Let’s take a look at how longevity plays a role in a financial plan and have an honest conversation about how deal with the “problem” of living too long.

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Financial Issues That Are Particularly Challenging For Women

By |2022-09-09T23:13:50+00:00August 6th, 2020|Podcast|

Many financial issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.

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Even Responsible Savers Make Mistakes

By |2019-09-19T05:00:42+00:00September 19th, 2019|Podcast|

Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make...

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