Don’t Get In Your Own Way
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.
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August 23, 2018
Landmark Ages In Retirement Planning
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.
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August 16, 2018
It’s Anyone’s Guess
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.
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August 9, 2018
Unanswerable Questions
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.
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August 2, 2018
Fill In The Blanks
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.
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July 26, 2018
Lies From Broker School
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.
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July 19, 2018
Better Late Than Never
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.
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July 12, 2018
Unreasonable Requests
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.
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July 5, 2018
How Risky Are Your Investments?
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.
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June 28, 2018
Getting In Tune
This week, Mark will teach you how to tune up your financial plan, put your pride in check, and live the dream in retirement. That's right; you'd be surprised in what we can accomplish in under an hour.
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June 21, 2018