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Ep 32: Coronavirus Market Update & Where to Go From Here

Ep 32: Coronavirus Market Update + Where to Go From Here The Concept: Now that we’ve had a little time to process what we’ve been seeing in the stock market, let’s get an update from Mike on where we stand, how clients are handling everything, and what the next steps...

Ep 22: Is Having ‘Cash’ Good or Bad

Ep 22: Is Having ‘Cash’ Good or Bad The Concept: Of course we all want to have a healthy bank account and feel the security of knowing we have money at our disposal. Having plenty of cash on hand can help in the event of an emergency but building up your...

Ep 20: Do You Need to Be Debt Free to Retire?

Ep 20: Do You Need to Be Debt Free to Retire? The Concept: Do you believe you need to be completely debt free to retire successfully? Or are you okay carrying some balances beyond your working years? There are many opinions about the best way to handle debt and...

Ep 19: The Ins and Outs of Mutual Funds

Ep 19: The Ins and Outs of Mutual Funds The Concept: Sometimes people say they don’t want to retire and they really mean it. But other times it’s just a defense mechanism to mask the opinion that they don’t feel like they can retire. Let’s look at the common excuses...

Ep 17: 5 Traits Your Financial Advisor Should Have

Ep 17: 5 Traits Your Financial Advisor Should Have The Concept: How do you know if an advisor is a good fit? That’s a question that keeps many people from working with a professional so let’s identify the essential traits every advisor should possess. That might be...