Jul 27, 2018

Learn why you should be careful when comparing your portfolio to market averages. Understand the role a good financial advisor plays with legacy and estate planning. Learn the five signs of good financial health.

Main Questions Asked:

Are you taking risks that are inappropriate for your situation?

What is really going...

Jul 20, 2018

We are going to talk about Joel’s new book The Wealthy Think Differently: How to discover and challenge your financial philosophy and about late bloomers or people who get started planning their retirement a little late. We also talk about how to deal with retirement planning after you have retired and the...

Jul 13, 2018

Learn about requests people often make of their financial advisor or portfolio when they don’t really understand investing. Also discover what proper expectations are and how to get the help that you may need.

Main Questions Asked:

What don’t I know or understand?

How can my financial relationships be profitable on...

Jul 6, 2018

How hot stock tips usually happen after the stock has had its run. Invest to create income. Your retirement isn’t something to play around with. Today, we learn what a good solid overall retirement plan looks like and the retirement pyramid. We also talk about risk aversion.

Main Questions Asked:

How to create a plan...