Were you prepared for this most recent downturn in the market? If you were, good for you! If not, let’s talk about what you need to do to be ready for the next one.
Continue Reading Ep 24: Market Crash Survival GuideCategory: Podcast
Ep 23: Retirement Variables
If the variables were the same for everybody, retirement planning would be much simpler. But the fact that everyone is unique and to maximize retirement you’ll work to align the variables with who you are.
Continue Reading Ep 23: Retirement VariablesEp 22: Financial Feelings
When you make a financial decision, does it start with looking at the numbers or asking the question, “How do I feel about this?” When should your feelings overrule the numbers, and when should the numbers overrule your feelings? Furthermore, what areas of your retirement plan are most likely swayed by feelings and emotions?
Continue Reading Ep 22: Financial FeelingsEp 21: Universal Retirement Truths
There are certain retirement planning principles that apply to everyone regardless of who you are, how much money you have, when you’re retiring, or where you live. Let’s examine these universal truths together to determine how you can maximize the principles to complement your unique retirement plans.
Continue Reading Ep 21: Universal Retirement TruthsEp 20: Stages of Retirement Planning
It is no secret that our financial plan will shift and change throughout our lives. However, this is even more prevalent, the closer we get to retirement. Jeff will discuss the different retirement planning stages and what the focus should be when you hit each of these checkpoints.
Continue Reading Ep 20: Stages of Retirement PlanningEp 19: Longevity Risk
Living a long time isn’t supposed to be a bad thing and it almost seems counterintuitive to categorize if it is a risk. But it is. Let’s take a look at how longevity plays a role in a financial plan and have an honest conversation about how to deal with the “problem” of living too long.
Continue Reading Ep 19: Longevity RiskEp 18: Paying Off the House
Many pre-retirees wonder if they should pay off their house before they go into retirement, or if it’s okay to still carry a mortgage in this phase of life. Jeff will give us some considerations when making this important decision and some common situations he sees with his clients.
Continue Reading Ep 18: Paying Off the HouseEp 17: Long Term Care
Long term care can be one of the biggest expenses in retirement, but many of us fail to plan for it. A lot of people are uncomfortable with thinking about mortality and avoid the planning altogether, while others don’t know where to start. On today’s show, we talk about the different ways you can plan for long term care and why you should get a plan for this financial aspect of retirement as soon as you can.
Continue Reading Ep 17: Long Term CareEp 16: Life Insurance
Life insurance is a financial tool that many people have strong opinions about one way or the other. It’s common to see some people praising this life insurance, while others claim it’s not so important. But what’s the truth about life insurance? Today, we discuss what life insurance is, the different policies, and who may be able to benefit from it.
Continue Reading Ep 16: Life InsuranceEp 15: Risk Tolerance
One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight of how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it’s vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits-all plan. Jeff talks about the considerations he goes through when determining someone’s risk and how a bucket strategy can be quite effective with risk concerns.
Continue Reading Ep 15: Risk Tolerance