Oct 26, 2018

Learn why it’s important to have a plan and not react when the market goes up or down. Discover some reasons why you may need to look for a new financial advisor. Learn how major life events can trigger the need for an advisor.

Main Questions Asked:

When is it time to look for a new financial advisor?

Who should I...

Oct 19, 2018

Learn about some of the common parallels between football and investing. Learn how to save on taxes and not negate your retirement gains with a big tax hit. We also talk about bonds.

Main Questions Asked:

How do I avoid getting hit with a big tax bill after retirement?

What is the difference between bonds and bond...

Oct 12, 2018

Today, you will learn about the questions people have when they are forced to retire and the three emotions that can affect financial planning greed, fear, and hope. We also talk about current news.

Main Questions Asked:

How to prevent my emotions from getting in the way of proper retirement planning?

Should I accept...

Oct 5, 2018

Today, we learn how to deal with uncertainties that relate to our retirement. We also talk about important decisions that we need to get right before we retire, because they can't be changed later.

Main Questions Asked:

How can I focus on the things that I can control?

How can I create the best plan to overcome things...