Posts Tagged ‘financial plan’
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.
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.
Read MoreEpisode 75: Financial Lessons from the World of Medicine
Just like you have a doctor to help you manage your health, a financial advisor helps manage your financial health. Let’s discuss some of the parallels between your relationship with your doctor and with your financial advisor.
Read MoreEpisode 69: Financial Strategy On and Off the Court
In March, we usually spend a lot of time paying attention to basketball. While it’s not on right now, let’s talk though some of the strategy behind the game as it applies in our own lives.
Read MoreEpisode 68: Coronavirus – 3 Steps to Take as the Market Continues Downward
What can you do while the market goes downward? What kind of impact with the coronavirus make on your financial plan? Today we’ll lay out three steps you can take in the midst of the volatility.
Read MoreEpisode 67: Coronavirus & Market Volatility – 3 Reasons Stocks Are Down
The market has fluctuated dramatically in recent weeks and we’ve seen much more down than up. What is causing this? Is it all about the coronavirus? Should we be concerned or do something different with our portfolios?
Read MoreEpisode 66: Everything You Need To Know About Roth Conversions
Have you heard about Roth conversions? Wonder if it’s the right thing for you? David talks through different scenarios related to Roth conversions to see if it’s something that could benefit you.
Read MoreEpisode 55: Financial Things That Drive You Crazy
It takes a lot to get David worked up, but we found some things within the financial industry that drives him and other good advisors crazy. Let’s find out what those are on today’s episode.
Read MoreEpisode #40: What It Means To Invest Like A Genius
What are the traits of a genius? And do they apply to you? How about your financial plan, is that the work of a genius? Learn how you too can think and act like a financial genius.
Read MoreEpisode #37: The Battle Between Mutual Funds And ETFs
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.
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