Financial advisors work with all sorts of different clients who work in a variety of different professions. What kinds of mindsets or challenges do they face?
When it comes to finances, a lot of times it is easy to make an assumption about something one way or another. But you know what they say about what ... Read more
No one knows what you don’t know. So, let’s talk about all those secrets you might be unaware of when it comes to the financial world. What should you really ... Read more
While you can’t avoid risk completely, it’s important to understand and address risk, especially when it comes to your financial plan. Are any of these five risks threatening your finances? ... Read more
Coronavirus has brought on a lot of changes and that impact has stretched across many industries. On this episode we discuss some of the industries hardest hit from an economic ... Read more
How do you know if you have the right advisor? And how do you know if it’s time to switch? Nathan talks through what to look for in an advisor ... Read more
Wondering what you should know about your IRA? What options do you have and what strategy could pay off in the future? Find out on today’s IRA FAQ episode! ... Read more
When it comes to retirement, the rules that applied for your grandparents or parents aren’t necessarily the same for you. To find out which rules are outdated, we discuss some ... Read more
When you work with a financial advisor, is the customer always right? What if your ideas don’t match? Who is really in charge when it comes to your money and ... Read more
Are you setting realistic and achievable financial goals? How do you stick to your financial goals? Let’s discuss the steps you can take to set up goals for your retirement. ... Read more
What does Ben Franklin have to do with your financial plan? He is remembered for many of his famous quotes, so we talk about the wisdom he shared that still ... Read more
We’re all spending a lot more time at home right now and using this as an opportunity to get organized. So let’s clean out our own financial closet by taking ... Read more
With stay at home orders continuing for the foreseeable future, the government passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act to provide relief for individuals and businesses. Today ... Read more
We’re all dealing with the affects of the coronavirus to financial markets around the globe and it’s a challenge to keep up with all the news updates. We’ll try to ... Read more
Are you worried about how coronavirus might impact the market or your financial plan? Let’s look at several past epidemics to see what the market has done historically.
Whether you’re trying to build an estate plan or deciding how to invest an inheritance, there are some things you need to be aware of. Let’s look at inheritances from ... Read more
How often do advisors see certain situations? Are you alone in your questions or are they common scenarios?
Are you right on the edge of taking RMDs and wondering what the recent changes due to the SECURE Act mean for you? We’ll explore the difference a few months ... Read more
We’re already off to a busy start for 2020 and it doesn’t appear like the news will slow down anytime soon. Let’s look at the biggest anticipated storylines for this ... Read more
You’ve made it through the holidays, laid out your new year resolutions, and now it’s time to check in on your retirement plan. January presents another opportunity to get your ... Read more