Wouldn’t it be great if retirement came with a simple manual we could all follow step-by-step? It would sure make things easier. Unfortunately, there’s no such universal manual and to make matters worse, most of the conventional wisdom about the financial world also tends to lead people astray when they follow the advice blindly.
Do you have enough money to retire? At what age or dollar amount will you get there? How can you be sure? These are all questions we’ll talk about in today’s podcast.
When it comes to financial planning, everyone has some kind of pain point. They're different for each client, but everyone has something that bothers them. Dan explains how he helps his clients to alleviate their "pain points."
You probably have a junk drawer at home. It's filled with knick knacks like rubber bands, clothespins, and ink pens, and highlighters. While you might not realize it, you probably have a financial junk drawer as well. Discover six things you could be giving a better purpose.
Join us as we outline some of the crucial financial mistakes we see our clients making. Don't worry, we'll outline how to avoid them as well.
The little missed details in your financial plan could be costing you. Pay attention to the fine print, and cover the little things in your retirement plan.
There's a lot to be learned from the wit and wisdom of Mark Twain. Join us as we dive into part two of our series on his famous sayings.
There's a lot to be learned from the wit and wisdom of Mark Twain. Join us as we discover what he might have to say about our finances.
Financial planning is more than math and logic. There are times when it's important to consider your emotions. Dan helps us tap into that financial feeling.
Today's Objective... Risk tolerance is a buzzword that gets used in many financial conversations, but what is it, and how does it affect your retirement plan? Dan explains. (Click the featured times below to jump forward in the episode) First Things First. 1:48 - In The News: Is A Crash Looming? 4:12 - GTK: We [...]