Author: walter

walter

Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)

March 23, 2023March 23, 2023

As a continuation of our last podcast episode, we’re jumping back in to discuss some more financial personality types in today’s show. Knowing your personality type and tendencies can help ... Read more

Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)

March 9, 2023March 23, 2023

Each person has a different and unique personality. It’s part of what makes you, you! So, when it comes to your financial plan, should a financial advisor tailor the plan ... Read more

What’s Your Biggest Financial Fear?

February 16, 2023March 23, 2023

Everybody has fears, so we talk about some of the biggest financial fears people face. Sometimes acknowledging the fear is the best place to start. Alongside an advisor, you can ... Read more

Four Ways The SECURE Act 2.0 Might Impact You

February 2, 2023March 23, 2023

What’s the latest happening in Congress? In 2019, the first Secure Act was passed. At the very end of 2022, Congress passed the Secure Act 2.0, which rolled out a ... Read more

Helpful Financial Checklist For 2023

January 19, 2023March 23, 2023

As you make your beginning of the year checklists, we have a few financial things you’ll want to add to your list. The sooner you get a handle on these ... Read more

2022 in Review

January 5, 2023March 23, 2023

Happy New Year! Before we get too far into 2023, let’s start talking about last year. We review what happened in 2022 and what kind of financial things we can ... Read more

Naughty or Nice: Financial Advisors

December 15, 2022March 23, 2023

Who’s ending up on the naughty list this year? Today, we talk through different scenarios financial advisors face to see who would go on the nice list and who is ... Read more

Examining Your Own Investor Bias

December 1, 2022March 23, 2023

We all have biases about our favorite and least favorite things. When it comes to investing, what biases should we be aware of? When you go to work with a ... Read more

Financial Things That Are Underrated

November 22, 2022March 23, 2023

In part two of our series, we talk about financial things that are underrated. These concepts are talked about but some may be tempted to overlook the value behind them.

Financial Things That Are Overrated

November 10, 2022November 9, 2022

Confidence Corner You may hear of a lot of financial things that sound good, but are they actually overrated? Over the next two shows, we’ll talk about things that are ... Read more

What We Can Learn from Seinfeld

October 6, 2022October 5, 2022

Confidence Corner Every once in a while, we all need a good laugh. So, let’s look to a famous comedian to see what we can learn about our finances. Jerry ... Read more

Can’t Get No Satisfaction… Or Can You?

September 15, 2022September 14, 2022

Want to know the secrets to experiencing satisfaction in retirement? Believe it or not, it’s not all about having $10 million in the bank. Nathan shares five key factors that ... Read more

How Money Ads Catch Your Attention

September 1, 2022August 31, 2022

Have you been pulled in by the marketing messages behind some financial ads? We talk through the common themes and how to pick the right strategy for you.

Financial Diseases That Plague Retirees

August 18, 2022August 17, 2022

What kind of financial ailment might you be dealing with? Nathan talks through the different things we need to look out for and how to stay financially healthy.

Clearing Up Financial Myths

August 4, 2022August 3, 2022

What financial myths have you heard and perhaps fallen for? What happens when it doesn’t work out the way you thought?

Financial Jeopardy

July 28, 2022July 27, 2022

What is…financial Jeopardy? It’s time to play for all the points and see what financial questions Nathan can answer on today’s show.

Financial Fortune Cookie Wisdom

July 14, 2022July 13, 2022

What can you learn from that little piece of wisdom folded into a fortune cookie? We talk through some tidbits of wisdom and how it fits in your financial plan. ... Read more

Sensational Financial Headlines

June 23, 2022June 22, 2022

Are you watching the news and starting to panic? Let’s talk through some recent financial headlines and see what you should focus on.

Is Conventional Wisdom Always Best?

June 10, 2022June 10, 2022

When should you listen to conventional wisdom and when should you buck the system? Nathan talks through a few areas where conventional wisdom isn’t always what’s best for you and ... Read more