It’s quiz time! How would you grade your financial competency? Join us as we ask some critical questions when it comes to your finances. Stay tuned and test your knowledge by seeing how many of these questions you can answer! At the end of this episode, Brian will also answer a few questions from the mailbag.
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.
One listener recently inherited her father’s farm and an IRA and is thinking about cashing it all out in order to retire. Is this a good plan? Brian shares some of his own experience with moving and selling farm property. More than just the financial aspects of selling a family farm, there’s an emotional attachment you’ll want to consider. There are a few other options to think through besides selling.
If inflation is the silent killer of retirement planning, what can you do about it? On today's show, Brian talks through the rule of 72, how it relates to inflation, and how understanding this rule can impact your financial plan.
Is a fixed-rate annuity a wise investment choice? It all depends on your goals! Brian talks through when someone might choose to use this financial tool. To some, a fixed rate annuity is sounding like a good idea. When the money in your bank account isn’t earning any interest, fixed-rate annuities carry some appeal. Certificates [...]