Blog

Winning Financially With A Good Defense

September 23, 2021

Just like with a football team, you want your financial plan to have a winning strategy. Are your investments and estate set up for success?

What is Your Freak Out Factor?

September 16, 2021

Will you panic sell if the market tanks? How can you balance your investments against your risk tolerance as well as possible inflation? Today, Brian is going to talk about preparing for these situations.

What is Your Maximum Drawdown?

September 9, 2021

How can you determine your risk tolerance and set up your investments in a way that will result in success? Today, Brian explains the maximum drawdown and how that relates to your financial plan.

What’s Happening with the Real Estate Market?

September 2, 2021

Are you considering making a move with your home or investment property? Brian talks through what decisions you may need to make if you choose to sell your home.

Investment Strategy and 401k Fees

August 26, 2021

Think you want to “set it and forget it” when it comes to retirement planning? Consider the difference it would it make financially if you had a strategic plan instead.

What Do You Need To Do About Long-Term Care?

August 19, 2021

Do you really need to save for long-term care? If so, how much? Or is it better to get a long-term care insurance plan? Find out in today’s podcast.