Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)
Examining Your Own Investor Bias
Playing the Financial Game Show
We talk about our favorite TV game shows and why we don’t want them to be a reflection of our financial decisions. Which of these were your favorites?
Read moreFinancial Hot Topics
We talk through a few controversial financial topics to see what Nathan thinks. What financial decisions have you made lately?
Read moreAvoiding Financial Temptations
Mom’s Favorite Phrases And Financial Planning
My mother used to say…to make my bed, obey my parents, and save my pennies. What other commonly used phrases by mom relates to financial advising today?
Read moreFinancial Planning By Profession
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?
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