08. Brewing The Perfect Financial Plan - Chris Siraganian

08. Brewing The Perfect Financial Plan - Chris Siraganian

For today’s episode, I’m going to be talking about beer and financial plans. I know what you’re thinking, those two things don’t go together. But, the similarities may surprise you. As an avid home brewer I’ve spent countless hours trying to perfect different recipes. However, the process as a whole is actually quite simple and requires only four ingredients. You have water, grain, hops and yeast. From those we can produce hundreds of different beer styles with different colors, smells and flavors.

When creating a financial plan you only have a few main ingredients as well. Everyone has assets, income, and living expenses but everyone’s financial picture looks quite different. Just like with beer only a few ingredients can create many different outcomes. It is the craft of the brewer or the financial planner to then take those different ingredients and mold them into something special.

When it does comes time for your financial plan you’ll be glad to know that someone has thoroughly reviewed your financial ingredients and custom brewed a plan for financial success.

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Avsnitt(21)

23. Don't Run Out of Money - Greg Welborn

23. Don't Run Out of Money - Greg Welborn

Life is full of things to worry about, and a surveys show that two-thirds of people are more afraid of running out of money in retirement than they are of actually dying.  That may seem surprising, bu...

4 Dec 20204min

22. College Planning and Financial Aid - Chris Siraganian

22. College Planning and Financial Aid - Chris Siraganian

Parents and students all across the country continue to wonder how they are going to pay for college. Over the last thirty years, the cost of college has risen astronomically. Since 1987 we have had o...

20 Nov 20205min

21. How to Achieve Financial Security - Greg Welborn

21. How to Achieve Financial Security - Greg Welborn

Don't let retirement catch you off guard. Learn about the three common mistakes people make when calculating finances and how to avoid them.

13 Nov 20203min

20. DIY Your Finances - Danny Beckwith

20. DIY Your Finances - Danny Beckwith

Can you DIY your personal finances? By now, most of us are familiar with the term DIY or “do-it-yourself”.  The idea behind DIY is essentially that anyone can figure out how to do something by spendin...

6 Nov 20203min

19. Can A Financial Advisor Really Help You? - Greg Welborn

19. Can A Financial Advisor Really Help You? - Greg Welborn

Can A Financial Advisor Help You?Can a financial advisor help you in a meaningful way? The short answer is yes but, we do in fact have the data to back it up. In today’s Bench Talk, we’re going to dis...

23 Okt 20203min

18. Investment Checklist - Chris Siraganian

18. Investment Checklist - Chris Siraganian

What is investing? We all hear about the great investors like Warren Buffett, Jack Bogle, and Benjamin Graham. Hollywood portrays these investors and the likes as shrewd investors who outsmarted the m...

9 Okt 20203min

17. Yogi Berra & Retirement Questions - Scott Sommers

17. Yogi Berra & Retirement Questions - Scott Sommers

The great Yogi Berra once said, “If you don’t know where you’re going, you will end up in a different place.” When planning for retirement, Yogi’s words are spot on. Today, instead of lecturing you on...

2 Okt 20203min

16. Is Your Advisor an Eeyore? - Greg Welborn

16. Is Your Advisor an Eeyore? - Greg Welborn

Sometimes our advisors can inhibit us from our financial goals. This week, Greg walks you through common mistakes that advisors make and how to find one that fits you.

18 Sep 20205min

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