Today’s Wisdom: Poor decision-making isn’t always about picking the wrong path, it’s also due to people not making any decisions … Read More
Don’t Fall Victim To Fuzzy Math In Retirement Planning
Today’s Wisdom: Retirement planning is all about drilling down the numbers and coming up with a strategy to fit your … Read More
When Conventional Wisdom in Retirement Doesn’t Always Apply
Today’s Wisdom: Conventional wisdom can be a great guide for investors but general guidance doesn’t always apply to each individual. … Read More
2 Common Questions Retirees Ask Advisors
Today we’re going to talk about two of the most common questions that retirees ask advisors. In fact, we’re going … Read More
Should You Review Your 401K?
Today’s Wisdom: The retirement accounts set up through your employer are powerful saving vehicles but are you managing it properly? … Read More
Mailbag: Social Security Age, Life Insurance Policy, Refinancing, & More
Today’s Wisdom: It’s time for another mailbag edition of the show and we’re answer five of your questions that cover … Read More
Retiring During The Recession – Timing Is Everything!
Originally published in Journal Inquirer Should I Retire During a Recession? A recession is defined as a general decline in … Read More
Investment or Not?
Today’s Wisdom: Today we’re going to play a little game called ‘Investment or Not?’ where we’ll present a statement to … Read More
Dropping Financial Truth Bombs
Today’s Wisdom: A lot of commonly held financial beliefs might not be as accurate as you’d like to believe. Joel … Read More
5 Financial Commandments Everyone Should Follow
Today’s Wisdom: Today we’re getting back to the basics of financial planning by sharing the five commandments. These rules of … Read More