Learn how to organize and utilize your financial junk drawer. Examine the pain points in your portfolio, and fight through the awkwardness when it comes to conversations about money.
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.
This week, we're headed to the movies. Don't miss out as we take you through financial classics including 50 Shades of Gray Area and It's a Wonderful Life Expectancy.
We'll discuss some of the "shiny objects" that can distract you in financial planning. We'll also talk about what it means to be financially fit.
We'll talk about what it's like to be a financial client. We'll also do some financial problem-solving, and we'll discuss some of the wrong financial questions we hear people ask.
We'll examine the hidden expenses you might incur during the planning process. We'll also talk about times when it's important to be in tune with your emotions. Finally, we'll share our opinions on some popular financial debates.
We'll make sure your advisor is helping you navigate some key elements of retirement planning. We'll also explore some important financial terms and talk about what it means to take an "early retirement."
Fuzzy math can lead to unrealistic expectations in your retirement plan. We'll explain some common fuzzy math. We'll also discuss the difference in a financial plan and a sales pitch. Finally, we'll talk about some important questions to ask yourself as you begin to plan for retirement.
We'll discuss the unique challenges you could face. We'll also talk about some demographic statistics that might affect your planning process. Finally, we'll make sure you're being realistic as you're imagining retirement.
Putting together a financial plan can be overwhelming. We'll make it a little easier by helping you figure out the first steps. We'll also talk about the elements of retirement that you can and can't control. Finally, we'll discuss some assumptions about retirement planning you shouldn't make.