Naughty or Nice: Financial Advisors

“Making a list, checking it twice, going to find out who’s naughty or nice…” Which of these financial advisor scenarios would put an advisor on the naughty list? Brian shares what he thinks about these situations and what is expected of a trustworthy advisor.

Retirement Planning with Mr. Miyagi

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.

What We Can Learn From Seinfeld

What can we learn about retirement from Jerry Seinfeld? We will review some Seinfeld quotes and consider how they apply to your finances. Let’s also talk about your most significant financial assets. Are you leveraging these assets or overlooking them?

The Silent Killer Of Retirement

  When retirement planning, inflation can leave you with far less than you thought. Brian shares what tools we can use to plan accordingly. Right now, inflation is hitting harder than usual, and it's often a silent killer when it comes to retirement planning. Is the rule of 72 a good way to know for [...]

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