Buzzword . . . Risk Tolerance
Asking the right questions can sometimes create a different perspective on things. Join us this week as we discuss what is meant by “Risk Tolerance”. Can “Risk Tolerance” change over time? Just about ...
3 Jan 201913min
Are You Asking The Wrong Questions?
As you know, different people are in different situations. Which means that sometimes the answers to common questions can be different for different people, but it also means that sometimes there need...
26 Dec 201812min
Real Financial Advising Is Solving Problems
How do you define “Financial Advisor”? Sometimes “Financial Advisor” is defined as someone that helps you manage accounts, however we believe there's much more to it than just managing accounts Financ...
19 Dec 201820min
What It’s Like To Become A Client
We often get the question of what is it like have an advisor or what's it like to become a client? This is one of the most important topics to understand when preparing for or living in retirement. So...
12 Dec 201817min
Settle The Debate
It's no secret that a number of financial topics sometimes create debate and disagreement. This week we delve into a few of these topics and discuss different perspectives that you may not have consid...
6 Dec 201820min
You’ve Lost That Financial Feeling
As we all know, there are times when folks become emotional about certain topics in their financial lives. On the podcast this week we discuss a few of these topics and how different people react, res...
28 Nov 201817min
Overlooked Retirement Expenses
One of the biggest challenges in retirement is income planning and of course, income and expenses go hand in glove. So on the podcast this week we take a little time to discuss a few overlooked expens...
21 Nov 201814min
Complications Of Early Retirement
It's not uncommon for folks to sometimes think about and start asking questions about an early retirement. It can sound exciting, but is it realistic? This week we take a little time to review some of...
14 Nov 201813min
