Mar 22, 2019
Declare your independence from Uncle Sam, your paycheck, and market volatility. Discover how to live freely with peace of mind in retirement.
What You'll Learn:
1:53 – A Fun Fact Of The Week.
- On Good Friday in the year 1930, the BBC reported, "There is no news." Instead, they played piano music throughout the...
Mar 15, 2019
Financial pundits love to predict a coming apocalypse. Doom and gloom might drive ratings, but that mentality isn't good for your financial health. Join us as we examine the facts and sort truth from hysteria.
What You'll Learn:
1:56 – The Social Security Apocalypse.
- Some argue Social Security is going broke....
Mar 8, 2019
Choosing an advisor can be a challenging task. We'll give you four questions you should be asking as you're interviewing potential advisors.
What You'll Learn:
3:49 – Are You Interviewing Your Advisor?
- As you're looking for an advisor, approach each candidate as an employer would a job prospect. After all,...
Mar 1, 2019
We're going to try to boil the process of financial planning down into six steps. It's a daunting challenge, but it will help you better grasp the process.
What You'll Learn:
3:12 – There Are Fewer Companies To Invest In Than There Used To Be.
- The Wall Street Journal recently published an article saying there...
Feb 22, 2019
As we enter tax season, everyone has taxes on the brain. Joel revisits President Trump's tax plan and examines how it's affecting clients in its first year. We'll also feature a discussion on some of the questions you should be asking yourself and your advisor as you plan for retirement.
What You'll Learn:
00:48 –...
