Sep 28, 2018

Learn how financial news from the past affects us today. We also talk about correlations between hurricanes and retirement planning. We also discuss some of the reason people procrastinate when planning retirement.

Main Questions Asked:

How can lessons of 2008 help me today?

Can retirement planning help me sleep...

Sep 21, 2018

Learn how you can improve your finances according to what is going on in your life and what you can aspire to when it comes to retirement and finances.

Main Questions Asked:

How can I set my finances up to have a great retirement?

How can I improve my finances now?

What do I need to be thinking about if I'm between...

Sep 14, 2018

Joel gives a brief update about what is going on with the recent trade tariffs, and the importance of focusing on things you can control and having a plan in place. We also talk about how retirement today is different than it used to be, and things to watch out for if getting a divorce.

Main Questions Asked:

What are...

Sep 7, 2018

Learn how close to 50% of Joel’s clients are risk averse and just want to preserve their retirement money. Because the market has been going up, most people don’t really understand the risk that they have been taking.

Main Questions Asked:

Are you taking more risk than you need to?

Are you over exposed in the...