Let’s talk about some of the common ways that people get in their own way when it comes to financial planning. Maybe some disturbing statistics will help us understand why this happens.
Let's learn about some of the landmark ages in retirement planning, as well as why life insurance might be a good fit for your needs.
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize financial jargon that some advisors might try using on you.
Mark will help answer some questions that you can't answer for yourself. We'll also detail why hiring an advisor is in your best financial interest.
If you have kids, more often than not, they usually come up in the discussion when you’re talking about your retirement plans. Let’s talk about some of the ways that children sometimes end up being part of the discussion. We'll also fill in some blanks in your retirement plan.
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.
Join us as we seek to avoid cutting corners in retirement planning. Learn what you can do if you're arriving late to the retirement planning table.
While certainly none of our listeners would be guilty of making any of these unreasonable requests, let's talk about some of the unreasonable requests we sometimes hear. We'll also check in on your advisor.
What is risk aversion, and does it affect you? Find out what Mark has to say. We'll also cover the tax consequences of your investments.