Financial Game Plan

Stock Market Update

Watch out for market volatility. We'll prepare you for the ups and downs on Wall Street. We'll also examine the power of hindsight and take a look at some stuff you just need to know.

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The Financial Olympics

The Winter Olympics are upon us! To celebrate, learn how financial planning could be similar to your favorite event. We'll also take your questions on houses and how they'll affect your portfolio. Finally, we'll explore how certain financial principles have become obsolete.

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Don’t Ruin Your Retirement

Make sure you're avoiding key behaviors that could ruin your retirement. We'll also discuss longevity and examine a recent case study on IRAs.

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The Market Crash Survival Guide

Wary of another market crash? Have no fear. Listen for our Market Crash Survival Guide. We'll also help you as you build your financial house and discuss financial challenges unique to women.

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The Dangers Of False Hope

Stop clinging to false hope in your portfolio, and unpack the challenges you might face after the death of a spouse. 

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Signs Of A Genius

Learn to invest like a genius and determine whether you need a traditional or Roth IRA.

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Are You Ready For Retirement?

We give you some questions to consider to see if you are ready for retirement. Later, we'll discuss the importance of RMDs and what it looks like to change financial advisors

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Retirement Variables And Constants

Learn the variables and constants that will affect your retirement. Make sure you are living your retirement without regrets.

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Elephants, Glory Days, And Lazy Money

When it comes to retirement planning, there can be several elephants in the room. We'll talk about how a good financial plan addresses these elephants. We'll also discuss the "glory days" of retirement planning and why things are much harder these days. Plus, do you have "Lazy Money" in your portfolio? We'll identify what Lazy Money looks like and how you can put it to work.

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The Financial Puzzle

Retirement planning is like a crossword puzzle. Find out how one wrong "answer" will affect the rest of your retirement plan. Later on, life happens. Learn how different events should factor into your portfolio.

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