by walter | Feb 10, 2022 | Podcast
Do you have any money biases and what could they be costing you? A recent Morning Star study revealed that most of us hold at least some financial biases. Everyone has different views on money but it’s important to reflect on those views. Do you go for immediate...
by walter | Jan 27, 2022 | Podcast
There are a lot of terms and terminology surrounding the financial industry that can be confusing. So, on today’s episode, we are going to break down some of these terms and what they mean to you and your financial plan. Depending on where you are in the country there...
by walter | Sep 9, 2021 | Podcast
Financial planning always has to account for possible gaps in someone’s retirement. Sometimes financial gaps can be uncomfortable to speak about like having to plan for long term care. Or perhaps you are thinking of retiring early but you may not be eligible to...
by walter | Aug 26, 2021 | Podcast
So, you’re experiencing some concerning symptoms? Let’s have a visit with the money “doctor” to see what financial prescriptions you might need....
by walter | Aug 12, 2021 | Podcast
There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world....
.
