Financial Planning with Classic Christmas Songs
‘Tis the season for a bit of holiday cheer! What can we learn about financial planning from some classic Christmas songs? These tunes we sing along to every year carry ... Read more
How Age and Wisdom Impact Your Financial Planning
One of the reasons that financial planning is not a one-size-fits-all answer is that everyone’s age, goals, and experiences are different. What you needed in your 20s might look very ... Read more
Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)
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
Examining Your Own Investor Bias
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
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?
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Avoiding Financial Temptations
Think you found a shortcut to your financial goals? Want to cut a corner on your retirement savings? Think again! We talk through common financial temptations and how to avoid ... Read more
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?
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Financial 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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Discussing the Laws of Investing, Part 3
Just why do you make the decisions that you do? You may think it has to do with facts and figures, but your behaviors and how you respond to risk ... Read more