Archive for January 2021
Episode 109: SLY – Safety, Liquidity, and Yield
Does your portfolio contain these three qualities of money? How can you create a balanced portfolio? We’ll go through all of it on this episode.
Read More2021 Off to a Fast Start
Market volatility continues into the new year. The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule. The markets opened on January 4 and traded lower out of…
Read MoreEpisode 108: 5 Important Retirement Statistics
What do these facts and figures tell you about what retirement could look like? How does you plan correspond with these statistics? We’ll dive into some important data on today’s show.
Read MoreEpisode 107: 2021 Financial Resolutions, Part 2
Ready to hit the ground running with your financial resolutions? David gives a list of seven things to cover in this two-part series.
Read MoreEpisode 106: 2021 Financial New Year’s Resolutions, Part 1
What financial resolutions are must-dos in 2021? David shares the first three actionable steps to take to benefit your financial future.
Read MoreBuilding a Healthy Financial Foundation
How many pieces do you have in place? When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? When your financial “house is in order,” it means it is built on a solid foundation. It means that you have six fundamental “pillars”…
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