How Long Will a Million Dollars Last You?

The question everyone has about retirement is how much am I going to need? A million dollars seems like a magic number, but how long will it actually last you? We’ll go through a recent Yahoo! Finance survey and discuss how we help clients determine that number for their retirement.

By |2021-05-20T13:14:55+00:00May 20th, 2021|Podcast|0 Comments

Should Kids Be Involved in Financial Decisions?

A question that all parents have to weigh is how much should they involve their children in family finances. Every child is different and there are pros and cons to both sides of the argument. Today we’ll find out where Chris stands on this topic and how he talks to his children about money.

By |2021-03-18T13:28:36+00:00March 18th, 2021|Podcast|0 Comments

Our Financial Outlook for 2021

After the year we had in 2020, a lot of people want to know which direction we’re headed this year. While we don’t have a crystal ball, we do have some opinions on the strength of the economy and the sectors that enjoy a return to normal in 2021. Join us for this episode and get Chris’ financial outlook.

By |2021-03-02T13:57:16+00:00March 4th, 2021|Podcast|0 Comments

Where Does My Financial Knowledge Come From

Have you ever stopped to think about your journey of learning all that you have about money and finances? Did you parents shape your financial views most heavily? Is there a TV or radio expert that has influenced you most? Or have you learned everything from a book or Google?

By |2021-02-18T14:37:15+00:00February 18th, 2021|Podcast|0 Comments

Lessons from the Market Crash Hall of Fame

Everyone wants to know when the next market crash is going to happen, but there’s no one with that answer. The better question is what can you do to be prepared for that next crash? Let’s take a look back at the worst crashes in market history and what lessons they taught us about planning.

By |2021-02-15T14:54:27+00:00February 4th, 2021|Podcast|0 Comments

Are Variable Annuities a Bad Investment?

You’ll probably find that advisors have varying opinions when it comes to annuities, but variable annuities might have the worst reputation of them all. Today we’ll tell you why variable annuities aren’t usually a good investment and why Chris rarely uses them in portfolios he builds.

By |2020-12-17T14:32:25+00:00December 17th, 2020|Podcast|0 Comments

How to Pick the Right Financial Advisor

Picking a financial advisor is one of the most important things you’ll do for your retirement, but how do you know if you’re making the right choice? Today we’ll lay out the expecta-tions you should have for this relationship, what to look for when interviewing people, and why it can have a big impact on your financial future. Plus, we’ll tell you about the top 15 cities for retirement.

By |2020-12-03T14:24:14+00:00December 3rd, 2020|Podcast|0 Comments
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