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 retirement we thought it would be easier to ask two main questions.

  1. Are you saving enough for retirement today?
  2. How much is enough?

Its important to know what you need to be earning on your retirement assets in the next 20, 30, or 40 years to ensure that you can retire comfortably and meet your goals. Navigating risk is important in retirement as well. What funds you will invest in. What insurance or long-term health care will you need and have when you reach retirement. What about taxes? What are you doing today to minimize your taxes in the future? These are all very important factors we all need to consider when planning for retirement.

A good retirement plan provides a roadmap that ensures you know where you are going, and that you will arrive at your destination safely.

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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

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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