Click to subscribe to our podcast:
Do you prefer mutual funds or ETFs? To figure out which is better, first you’ve got to know what each does. Then you can determine how they fit into your financial strategy.
Listen & Read
A lot of people assume you only need life insurance if you have kids at home. But did you know there are additional benefits to having life insurance that could impact both your life and your legacy?
Listen & Read
Are you planning for retirement but in the back of your mind also banking on a big inheritance? Is it wrong to factor that in? David answers this question from the mailbag about inheritance and gives some tips on how to best prepare for one.
Listen & Read
One of the common questions about retirement is which age you should target so that you’re maximizing your assets. It’s never too early to start discussing the options, so whether you’re in your early 50s or approaching 70, there’s important information for each age range that will help you prepare for that big day. In this episode, find out what you can be doing at each milestone age to put yourself in the best position.
Listen & Read
Are you trying to decide where you should contribute money toward retirement? Whether you are 20 or 60, David will talk through some of the things to consider before you decide between a Roth IRA or traditional IRA. The difference down the line is worth taking time to thoroughly consider now.
Listen & Read
Have a few different old 401(k)s and want to simplify? Wondering if avoiding taxes is scam? Thinking about leaving an inheritance for your children? Listeners often send in their questions, so today David will answer these three questions from the mailbag.
Listen & Read
These are three estate planning mistakes everyone will want to avoid. Regardless of how big or how complicated your estate is, these will impact your heirs if they are done incorrectly.
Listen & Read
When it comes to your money, it might feel like you have several different voices in your head telling you what to do. Sometimes it’s greed, sometimes it’s fear, sometimes it’s wisdom. We’ll talk through the different ways greed might speak to you and if you should follow those impulses.
Listen & Read
When inheriting an IRA, you may have the option of a Stretch IRA. David walks us through what a stretch IRA is and how it can work for you. This is incredibly important to understand if you might inherit an IRA because it may change your options when it comes to tax strategies and building wealth.
Listen & Read
David answers three listener questions, including one on saving for a wedding. He also tackles questions on IRAs and the tax implications of selling a stock.
Listen & Read
Have you learned the hard way your Social Security benefit could be taxed? A listener question sparked this discussion on Social Security taxation. Discover how Security taxation could affect you in retirement.
Listen & Read
Whether you feel like you can do-it-yourself or aren’t sure who to trust, there are a number of reasons people are hesitant to work with a financial advisor. We’ll walk through a few common holdups and explain why you need the expertise of a dedicated financial planner for a successful retirement.
Listen & Read
Up, up, up! Today we look at a few things in the news that are going up including federal spending and retirement contribution limits. David discusses these recent items in the headlines and how they can impact your retirement. Then, looking down, we answer a question from the mailbag on how to prepare for a bear market.
Listen & Read
Different retirees have different needs, which is why everyone needs a customized financial plan. Discover whether these four financial values can help you create a value-based retirement plan.
Listen & Read
Today’s Prep: When planning for retirement there’s a lot to keep in mind. These three little missed details are easily overlooked but can have big implications on your retirement. Getting these sorted out can save you from a lot of trouble down the road. Have you addressed these three little…
Listen & Read
We’re always talking about market crashes on this show because everyone is scared of being in the middle of one. Today we’ll talk about the big crashes of the past and what caused them. Which crash do you remember?
Listen & Read
Today’s Prep: Retirement might seem far away when you are in your 20s and 30s, but these five steps will help you retire well off when the time comes. All of them are easy; it’s just a matter of putting them in place. (Click the featured times below to jump…
Listen & Read
Socrates said, “The unexamined life is not worth living.” When it comes to financial planning, it’s important to occasionally be introspective. We’ll examine common questions and discover the key to obtaining financial security.
Listen & Read
Understanding risk tolerance and what it means in your portfolio is crucial to building the right plan for you. But what in the world is risk tolerance? David walks us through this financial buzzword so you can create a portfolio that suits you and your risk tolerance appropriately.
Listen & Read
Throughout your life you are likely to face one or more of these financial crises. But perhaps a crisis is really an opportunity. To write the Chinese word for “crisis,” you combine elements of two different Chinese characters. One character means “danger” while the other one means “opportunity.” Translated into English, it means “opportunity riding on a dangerous wind.” Here’s how you can pivot and plan for your future amidst a crisis turned opportunity.
Listen & ReadSuggest a Podcast Topic
Ready to take
The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend an event.
