Posts Tagged ‘financial plan’
Episode 131: 5 Things Grandparents & Parents Need to Know About 529 Plans
529 plans are a great way to save away money for kids’ college. But it does take a little bit of time to understand the ins and outs of them. David talks us through the top five things to keep in mind with 529s.
Read MoreEpisode 119: Basketball and Financial Planning
As March Madness came to a close, we wanted to have a little fun and talk about what basketball and financial planning had in common. Is your financial plan ready for its one shining moment?
Read MoreEpisode 118: Things You Should Never Assume In the Financial World
On the lookout for mutual funds with high returns because you’ve heard it’s possible? David answers three questions from the mailbag in today’s show as you make financial decisions.
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 103: Things Nobody Says About Their Financial Plan
Wondering what to do with your financial plan but don’t want to later regret it? Here’s a few things people never seem to come back and complain about.
Read MoreEpisode 92: Mailbag – Should You Be Rebalancing?
Are you wondering if you should do a rebalance? David answers this question, as well as two others from the mailbag this week.
Read MoreEpisode 89: Which Presidential Outcome Will Be Best for Your Portfolio?
How does this year’s 2020 election results impact your finances? We run through several possible outcomes to see what may be most beneficial from a financial standpoint.
Read MoreEpisode 88: Building a Financial House
More than a mere structure, your financial plan creates the blueprint for the life and home you live in. What does it take to build a financial home that will withstand the test of time? Join us as we lay out the similarities between constructing a plan and constructing a house.
Read MoreEpisode 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.
Read MoreEpisode 76: Understanding Non-Correlated Income
Are you using non-correlated income wisely? On this episode, David explains what non-correlated income is and how you should use it within your financial plan.
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