Posts Tagged ‘financial advisor’

Episode 85: Dealing with the Death of a Spouse

While it’s unpleasant to think about, preparing for what happens when one spouse dies is a critical component of your financial plan. David has worked with several surviving spouses and shares what’s important to focus on when it comes to your financial plan during that transition.

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Episode #30: Following The Voice Of Greed

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.

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Episode #26: Why You Should Hire A Financial Advisor

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.

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