How can you incorporate your values into your investments? While many of us have principles and views about what is “right” and “wrong”, putting those principles into action within a portfolio can be difficult.
BONUS call: Is Our Advisor Screwing Us?
Okay, so here’s the scenario…you’re pretty certain your mom is getting screwed by her advisor…yet she doesn’t want to hear your concerns. What do you do? How do you have the talk? Can she be convinced? That’s the dilemma facing Diane from Indiana on the latest BONUS call.
Ep.69 – The Best Team Wins
If you’re working in an office environment, it’s hard to ignore the massive shift that’s taking place in the workplace. In today’s average company, up to 80% of employees’ days are now spent working in teams.
BONUS call: PMI and Brokerage Account
You were required to buy private mortgage insurance (PMI) but are now in a position to get rid of it. Should you?
Ep.68 – Listener Questions: Student Loans, Retirement Planning, 529 College Savings
The questions from you guys continue to pour in, and at the current rate of taking one or two a week, we’re never going to clear out the inbox.
Hence today’s episode, one that’s devoted entirely to you guys and your questions! We’ll probably start doing this on a regular basis, maybe once a month or maybe more if you like it.
BONUS call: Student Loan Debt
Help! I’m drowning in debt thanks to high interest student loans. My mom has the money to help. Is it worth having a conversation? That’s the dilemma facing Megan from North Carolina on the latest BONUS call.
Ep.67 – Inside the World of Financial Regulation
As the Consumer Financial Protection Bureau (CFPB) is defanged and the Department of Labor rolls back rules that would require retirement professionals to put the best interests or customers first, it’s easy to feel like nobody has our backs.
BONUS call: Helping the Parents in Retirement
By now you know that we’re all about helping you prepare for retirement and making sure you have a solid game plan in place.
Ep.66 – The Year I Put My Financial Life in Order
“I’m just bad with money!” I know that many have convinced themselves that they were born with a recessive money management gene, but financial planning can be learned, like anything else.
BONUS call: Early Retirement
The subject of early retirement is quickly becoming one of the most common questions we receive. The latest one comes from Mitch in California. Can he do it? Or will he have to bite the bullet and keep working?
