Avoiding Critical Estate Planning Mistakes
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of these common estate planning mistakes… Show Notes & Info: Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ S...
Top 5 Social Security Misunderstandings
Myths, rumors, and misunderstandings are pervasive in the world of Social Security. On this show, we’ll look to clear up the top 5 misunderstandings about Social Security. Show Notes & Info: Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ Skyb...
How To Live A Retirement Without Regret
Simple mistakes can sometimes lead to larger regrets in retirement. On today’s show, we’ll explore some of the things you can do to avoid living with regret in retirement. Show Notes & Info: Tax Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/ Skyb...
It’s Good To Have Awkward Conversations In Financial Planning
Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing...
What The Next Market Crash Will Look Like
Some people think we’re on the cusp of the next stock market crash. Others predict that we’re just due for a minor correction. And another camp thinks we’ll continue an upward trend. We don’t know who is right or when any of those options will occur. But...
Even Responsible Savers Make These Mistakes
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. Tax Fre...
Is Playing The Blame Game Holding You Back Financially?
Have you ever had financial trouble? And we’re not just talking about the direst of situations like going bankrupt. Do you think a divorce is to blame for messing up your finances? Do you tend to think the system is rigged against the little guy? Did a f...
3rd & 4th Quarter Planning To-Do List
As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on to make sure you’re still on the right financial track. Especially if you’re a retiree, or pre-retiree. Are you focusing on the right things? L...
You Need To Avoid These Portfolio Disasters
Between wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect o...