Posts Tagged ‘Financial Planning’
Episode 95: 3 Things Your Heirs Should Know
You may have spent plenty of time planning for your legacy, but do your heirs know what they need to know? What conversations should you be having with them now?
Read MoreEpisode 94: Millennials In Retirement
Even though it’s still a little way off, how can Millennials best prepare for retirement? What kinds of strategies should they implement as a part of their financial plan?
Read MoreEpisode 79: Uncommon Sense in Financial Planning
We’re told to use common sense when making decisions, yet often we still do otherwise. Today’s podcast will highlight several areas where people tend to go outside of the common sense and why.
Read MoreEpisode 78: How to Spot & Avoid Scams in the Coronavirus Environment
Everybody likes to hear about scams but nobody likes to be involved in one. Today, let’s cover the two most common types of scams and then four ways to avoid a scam.
Read MoreEpisode 74: Do You Really Need Life Insurance?
Do you actually need to have life insurance or is it just another expense? David talks through the importance of life insurance and how it might be worth having as a part of your financial plan.
Read MoreEpisode 71: Financial Planning Wisdom and Quotes from Will Rogers
Sometimes you hear a quote that might have been said a long time ago, but it still rings true
today. What quotes from Will Rogers apply when it comes to making financial decisions?
Episode 65: 4 Simple Strategies to Increase Your Net Worth
Do you want your net worth to be higher? How can you increase it? You can do it by implementing these four simple strategies.
Read MoreEpisode 64: Don’t Make These Retirement Assumptions
It’s never a great idea to make assumptions and that’s especially true when it comes to your money and your retirement. Let’s identify the common assumptions people make with their financial planning that could end up really costing you in retirement.
Read MoreEpisode #24: Top 4 Financial Values In Retirement Planning
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.Â
Read More