Posts Tagged ‘financial plan’
Episode 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.
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.
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