We had a listener to write in saying his wife's health had forced her into an early retirement. Kyle helps us to understand how to prepare when an unexpected retirement arises.

00:0000:00

Seattle implemented a “soda tax” at the beginning of the year and so far it’s brought in $10 million in revenue. Kyle shares his thoughts on how that might affect people's buying habits and even your own financial life.

00:0000:00

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.

00:0000:00

To close out the year, we're bringing back some of our favorite episodes from 2018!

We'll take your listener questions on how to invest an inheritance and what to do if your money isn't earning interest.

00:0000:00

To close out the year, we're bringing back some of our favorite episodes from 2018!

If you only knew… As financial professionals, there are things that we wish everyone knew and understood. On this podcast, with David Lee of Mach 1 Financial Group, we’ll explore how a financial advisor’s job would be different, and easier, if everybody understood at least four things.

00:0000:00

To close out the year, we're bringing back some of our favorite episodes from 2018!

Are you lined up for a big bonus from work this year? Have you thought about what you'll do with that bonus? If you're thinking about purchasing a car or another material item, you might want to think about it some more. On this week's podcast, Kyle Alexander takes us through a fantastic illustration of what would happen if you spent that bonus on, for example, a Miata. And then we'll look at what would happen if you utilized those dollars a little differently. The results might surprise you. 

 

For the "Can You Buy More Time To Enjoy Retirement?" White Paper, click here

00:0000:00

We often talk on the podcasts about what it’s like to become a client. But what about after a month? A year? Let’s talk about what the short and long-term relationships should look like between an investor and a financial advisor.

00:0000:00

Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions you might come up with…

00:0000:00

We'll open up the mailbag this week to answer your questions about small business taxes, working with fee-only advisors & seeing if you're financial plan is too short-sighted.

00:0000:00

We often have a lot of unrealistic expectations about retirement. And there’s nothing wrong with that if we reel ourselves back toward reality before making major decisions. Let’s talk about some of the ways our retirement expectations get out of whack and what more realistic scenarios should look like.

00:0000:00

Some great questions this week about things to think about if you're looking to retire in your 50s instead of your 60s, how much to plan to pay in nursing home care, and what David Lee thinks about using insurance as an investment.

00:0000:00

Join us as we feature your questions on short-term investing, self-directed IRAs, and rental properties.

00:0000:00

Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation.

00:0000:00

Oscar turned 50 and wants to know whether it's a good idea to start contributing more to his IRA account.

00:0000:00

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.

00:0000:00

David tells us about a time when somebody said to him, “If only I’d met you sooner!”

00:0000:00

Matt joins us and answers your questions on tax planning, market volatility, and the retirement planning process.

00:0000:00

It’s important to be able to recognize the difference between an advisor who actually has a planning process and one who just gives sales pitches all day. Let’s go over how you can identify the difference.

00:0000:00
September 6, 2018

The Fiduciary Standard

We unpack a listener question about the fiduciary standard and explain why it's important you look for an advisor who will fight for your best interest.

00:0000:00

We'll take your listener questions on how to invest an inheritance and what to do if your money isn't earning interest.

00:0000:00

Load more