Financial Choices Matter
Episodes
Thursday Jun 06, 2019
Don’t Utter These Famous Last Words
Thursday Jun 06, 2019
Thursday Jun 06, 2019
Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either…
Thursday May 16, 2019
5 Simple Retirement Questions (That Are Hard To Answer)
Thursday May 16, 2019
Thursday May 16, 2019
Some of retirement planning’s most important questions seem so simple at first. They can be asked in just 4-5 words and give the impression the answers are a simple “yes” or “no”. But it’s tricky because many of these questions can become overwhelming to answer. Let’s cover some of the important retirement questions that are harder to answer than you might think.
Thursday Feb 07, 2019
What's Bugging Charles
Thursday Feb 07, 2019
Thursday Feb 07, 2019
Charles tackles the impending debt crisis facing college students and their parents.
Thursday Jan 17, 2019
50 Shades Of Gray Area
Thursday Jan 17, 2019
Thursday Jan 17, 2019
Not everything in financial planning is black and white. In fact, most things aren’t black and white — there’s usually a lot of gray area. Let’s identify some of the issues that usually require a nuanced discussion…
Thursday Jan 03, 2019
Top Distractions Throwing You Off Your Financial Game
Thursday Jan 03, 2019
Thursday Jan 03, 2019
It’s easy to get distracted by “shiny objects” of the financial world. Let’s cover some of the distractions for which we should be on the lookout.
Thursday Dec 20, 2018
Risk Tolerance
Thursday Dec 20, 2018
Thursday Dec 20, 2018
Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great understanding of how their risk tolerance truly impacts their financial and retirement plans. Let’s fix that and give you the 411 on risk tolerance.
Thursday Dec 06, 2018
Are You Asking The Wrong Financial Questions?
Thursday Dec 06, 2018
Thursday Dec 06, 2018
A lot of people have questions about their retirement plan, but we find that they’re often asking the wrong questions. We’ll cover some of these common questions and learn about the different questions you should be asking instead.
Thursday Nov 15, 2018
Real Financial Advising Is Solving Problems
Thursday Nov 15, 2018
Thursday Nov 15, 2018
Most people think that a financial advisor’s primary job is picking investments. That’s only a small part of it. The reality is that the primary job is solving problems. Let’s look at some situations that have happened over the years where the financial planning became less about picking investments and more about solving problems.
Thursday Nov 01, 2018
Settle The Debate - Right Or Wrong
Thursday Nov 01, 2018
Thursday Nov 01, 2018
Depending on who you ask, you could get very different answers to some of retirement planning’s most important questions. Let’s see where our opinions all stand on issues like insurance, mutual funds & annuities. And we’ll try to answer why there are so many different opinions on these concepts.
Thursday Oct 18, 2018
Winding Back The Debt Clock
Thursday Oct 18, 2018
Thursday Oct 18, 2018
We won't be getting political about this, but the national debt is skyrocketing faster than you can imagine. At some point, it could become a huge issue for the economy if it isn't already. How could our increasing national debt impact your retirement? Charles explains.