Do Smart Investors Really Need a Financial Advisor?
Join us as we discuss the benefits of professional guidance, even for those who have successfully managed their own in-vestments.
How To Change Your Money Attitude In 2025
As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially.
What Financial Advisors Wish Every Investor Knew (Part 2)
Today it’s part two of our discussion about the crucial insights every investor should know before stepping into a financial advisor’s office.
What Financial Advisors Wish Every Investor Knew (Part 1)
In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood.
Can You Retire on $42/Month?
Imagine retiring comfortably on just $42 per month—sounds too good to be true, right? Well, it’s exactly the assertion you might have seen in the headline of a recent article online.
Clearing Up Some Common Financial Half-Truths
Join Mike as he goes over some common financial half-truths to try and help clear some things up and put your mind at ease.
Behavioral Finance: Strengthen Your Portfolio Using Investor Psychology
Often lurking behind our financial decisions is something called investor psychology. We humans are typically emotional by nature, and by that nature, we have innate biases that can lead to poor decisions. We seek security in most aspects of our lives, and financial security is among the top concerns for most of us. However, there are times when we can be our own worst enemies, acting on instinctive behavioral biases that impact our decision-making. When it comes to our financial security and investing, the natural volatility of the stock market can easily lead us to be susceptible to making […]
Spring Cleaning Your Investments: The Importance of Rebalancing Your Portfolio
As the seasons change and the days grow longer, it’s not just your living space that could benefit from a bit of spring cleaning—your investment portfolio might also need some attention! Rebalancing your portfolio is a crucial step in maintaining its health and aligning it with your financial goals. In this article, we’ll talk you through the importance of spring cleaning your investments through portfolio rebalancing, explore how market fluctuations can impact your asset allocation, and provide insights into how you can go about a successful portfolio spring cleaning.
Investor Education: 10 Terms to Know to Enhance Your Financial Literacy
For many people, one of the most challenging aspects of investing is learning the terminology. When you’re a beginner in the financial markets, you may get hit at first by a barrage of language you don’t understand. Some of the terms, such as “profit” and “loss,” may be easy to decipher, while other terms may seem outright cryptic to new investors. It can be easy to get overwhelmed, so it’s best to take a step-by-step approach to investor education and begin with the basics. Below, we’ll review 10 terms to help you enhance your knowledge and gain confidence as […]
How Is Technology Redefining Retirement Planning?
Today we will unpack the toolbox of technology that’s promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities.
