financial planning

Preparing for the Noisy Year Ahead

For those who are fortunate enough to generate significant wealth for their family, trying to preserve that wealth for multiple generations is often a much greater challenge. It takes much more than smart investing and asset management to create and sustain family wealth.

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Historical Performance of the Market in Times of Conflict

In this episode, Michael is going to look through returns over the past century to see how the market rebounded after the worst years. While there’s never a guarantee that the future will look exactly like it has in the past, the statistics we’ll share on the show will highlight the importance of investing for the long-term.

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Key Financial Decisions During Major Life Events

Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events.

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Unsure, Confident, or Certain: Retirement Planning Next Steps

It’s not just the financially uncertain who need to think carefully about their retirement plan. Even those who feel confident in their retirement savings might still have important questions to answer and decisions to make. In this episode, we’ll explore the three retirement planning mindsets: those who have no idea if they can retire, those who think they have enough money to retire, and those who know for sure they have enough money to retire.

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7 Most Common Retirement Planning Mistakes (Part 2)

Welcome to part two of our series about retirement planning mistakes. Last time, we talked about the pitfalls of ignoring tax implications, failing to diversify your investments, and procrastinating when starting your investments. On today’s show, we’ll share seven more mistakes people often make when planning their retirement.

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7 Most Common Retirement Planning Mistakes (Part 1)

In the complex world of retirement planning, there are countless pitfalls one could face. In part one of this two-part series, we’re sharing seven of the top mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan.

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Ep 57: Fundamentals of Financial Planning and Baseball

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. Join us as we talk about successfully executing the financial fundamentals.

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Ep 56: How the S&P 500 Changes by Decade

People own a handful of gigantic companies and think their portfolio is bulletproof, but it’s not, especially over a long period of time like we hope your retirement will be. Some clients gravitate towards bigger S&P 500 companies, assuming that they will remain stable for years to come. While these companies may appear to have a bright future, it is not always the best bet in the long run.

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Ep 55: What is a Good Rate of Return?

It’s a question we hear all the time: “What’s a good rate of return?” When clients invest money, they want to see it grow. But they also wonder what rates are “good” or “bad.”

As financial advisors, our job is to provide context by considering two critical factors: your tolerance for risk and the time horizon for the invested dollars.

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Ep 53: Dollar Cost Averaging & Sequence of Returns

  We have a fascinating investment topic for you today – dollar cost averaging (DCA). For those who don’t know, it’s the practice of investing a fixed dollar amount on a regular basis regardless of the share price. It’s been a method that investors have used for a long time, but how well do you…

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