Archive for February 2019
Episode #15: Real Advising Is Problem-Solving
Most people think their advisor’s primary job is picking investments. However, your advisor should primarily engage in problem-solving. Discover real situations that became less about investing and more about problem-solving.
Read MoreEpisode #14: The Double-Edged Sword
Most of your financial decisions will produce both positive and negative consequences. David examines the double-edged sword of investing.
Read MoreEpisode #13: Good Or Bad – Annuities
We recently began a series outlining the good and bad elements of certain investment strategies and products. We continue and tackle the topic of annuities.
Read MoreEpisode #12: Guessing Gone Wrong
Many people guess at the answers to important questions in retirement. Discover why your best guess might not be good enough.
Read MoreYour Emergency Fund: How Much is Enough?
An emergency fund may help alleviate the stress associated with a financial crisis. Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best,…
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