We all have things that bother us. What kinds of things bother financial advisors like Brian? In this episode, Brian shares his biggest pet peeves in the financial industry, such as hidden fees, and how he advises his clients about them.
What financial commandments should you be following? In this episode, we talk through what “thou shall” and “shall not” do when it comes to your finances and retirement planning. Brian shares some client examples of what this can look like and how to stay on the straight and narrow in order to reach your financial goals.
Knowing what we know now, past decisions might have been made differently. As the saying goes, hindsight is 20/20. When it comes to investing money, you don’t want to make detrimental mistakes that will leave you wishing you’d made different decisions in the past. In today’s episode, we’ll discuss why you shouldn’t take the same financial risks in retirement as you might have in your 30s and 40s.
There are a number of common questions that come up around owning a home. From paying off the mortgage quick to selling off several acres of land, Brian shares what you need to know about this important asset. You may be surprised to learn how important your tax strategy is when it comes to real estate investments.
We all want to know that we have enough for retirement when the time comes. Brian an-swers a question from the mailbag from someone who previously thought she couldn’t af-ford retirement, but has since realized her pension would provide more than she thought. Is it enough to retire though? How do you figure that out?
Some of the greatest coaches inspire their teams to do well. Today we look at quotes from famous coaches and apply the same wisdom to our financial lives. Then, we discuss the seven deadly sins and how to avoid them when saving, spending, and strategizing with your money.
Mutual funds have been a popular way to invest, but are they what’s best for your financial plan? Brian talks about what happens with a mutual fund, who has them, and what might be a better fit instead. According to Brian, mutual funds are kind of like driving a 1987 As-trovan. Is that the kind of vehicle you want to travel in?
Before we close out 2022, have you considered whether or not a Roth conversion is the right move for you? Brian talks a lot about Roth conversions on the show, and today gives examples of how it can pay off in the long-run. Then we talk about the reasons why people hold onto too much cash and how to invest it better.
Financial planning is not the same for everybody, so it’s important to have a plan. Living below your means, saving and investing, can get you far. Just like Mr. Miyagi in the movie Karate Kid teaches discipline, you need to have discipline with your financial plan. Then, we talk about why some people don’t want to retire.