It isn’t difficult to come across things that are overrated in this day and age. Everything is promoted online, and algorithms draw us in. That being said, there are some things you may not realize are overrated, especially when it comes to finances. In this episode, we are going to discuss some of the financial scenarios that you may want to avoid.
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https://youtu.be/PGU8elGDp6Q We all want to live a long, healthy life and thanks to developments in modern medicine, Americans are living well into their 80s and 90s on a regular basis. Life expectancy has increased by nearly a decade since 1970, and there’s no reason to believe that trend won’t continue into the future. While it’s…
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I’m sure you have heard of the seven deadly sins, but have you considered how they affect your financial life? In this episode, we will touch base on each “deadly sin” and see how they hold some people back on their financial journey.
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Check out what you’ll learn in this episode: The most common reasons that life insurance lapses. (1:39) Why you should tell trusted family about your life insurance policy. (5:23) Why you should add a contingent beneficiary. (8:37)
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https://youtu.be/-0bDZsoMdgA Gone are the days where people enter the workforce and stay with the same company for 30+ years, eventually riding off into the sunset of retirement with a nice pension. Instead, employees are often moving between jobs as they explore new career paths and search for opportunities to grow and flourish. As they move…
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Check out what you’ll learn in this episode: Can optimism hurt you financially? (1:02) Has The Law of Triviality got you down? What trivial matters are distracting you? (5:17) Is the “Ikea Effect” causing you to place a higher value on a failed financial strategy? (11:14)
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If you haven’t hired a financial advisor yet, you may be wondering what it would cost you. There are different ways advisors charge their clients, but there can also be a cost to your portfolio by not hiring an advisor.
Read MoreFor most people, their home will be the most valuable asset they own during their lifetime so it’s no surprise that we get a lot of questions about how a home (or homes) fits into retirement plans.
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Most people don’t realize how many types of risks they need to guard themselves against when it comes to financial planning. Some aren’t even fully aware of the current risks they are taking!
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Retirement planning requires having every piece of the puzzle in place to ensure a successful transition to financial independence, and one of those pieces is investment planning, which takes thoughtful construction and execution.
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