Ep.70 – Investing For the World You Want

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: 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: 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?