Getting lost is never fun. This week, make sure you don't get lost in your financial planning. We'll also confidently proclaim financial truth and discover the different stages of retirement.
Explore your inner desire to retire, set firm financial goals, and discover how to complete a roth conversion along the way.
Your advisor might be a great guy, but that doesn't mean he's the best fit for you. Learn why the nice-guy argument doesn't hold up, de-bunk some financial myths, and examine the missteps even responsible savers can make.
We'll teach you the lies you learn in broker school as well as some important financial terms. We'll also examine how emotions affect your decision-making process and much more.
Everyone likes a healthy bank account. Learn the value of keeping a little cash on hand. Guard yourself against financial media and start preparing your end of the year checklist.
Determine whether you're defensive when talking about retirement. Learn why mutual funds are out of style and whether debt is good in retirement.
Learn the different ways people inform themselves when making financial decisions. You'll also find out what the do-it-yourself mentality looks like in retirement planning.
We'll tell you about the awkward conversations you might have with your advisor. We'll also keep you from sabotaging your financial health and correct your estate planning mistakes.
Learn about the variables and constants that will affect your retirement. Make sure you're living your retirement without regrets.