Financial Game Plan

Facing Financial Reality

It's time to face reality. Learn the reality of planning for retirement today. We'll also examine when you should retire. Finally, discover what safe money means to you.

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Organizing Your Financial Junk Drawer

Learn how to organize and utilize your financial junk drawer. Examine the pain points in your portfolio, and fight through the awkwardness when it comes to conversations about money.

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DIY in Retirement

Learn the different ways people inform themselves when making financial decisions. You'll also find out what the do-it-yourself mentality looks like in retirement planning. 

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50 Shades Of Gray Area

This week, we're headed to the movies. Don't miss out as we take you through financial classics including 50 Shades of Gray Area and It's a Wonderful Life Expectancy.

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A Client’s Life For Me

We'll talk about what it's like to be a financial client. We'll also do some financial problem-solving, and we'll discuss some of the wrong financial questions we hear people ask. 

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Keep It Simple

We'll talk about the importance of keeping retirement planning simple. We'll also go over some of the things we wish everybody knew.

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Retirement and Emotional Planning

We'll talk about  the times when it's important to be in tune with your emotions as you plan for retirement. We'll also share our opinions on some popular financial debates.

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Navigating Your Retirement

We'll make sure your advisor is helping you navigate some key elements of retirement planning. We'll also explore some important financial terms and talk about what it means to take an "early retirement."

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Fuzzy Math 101

Fuzzy math can lead to unrealistic expectations in your retirement plan. We'll explain some common fuzzy math. We'll also discuss the difference in a financial plan and a sales pitch. Finally, we'll talk about some important questions to ask yourself as you begin to plan for retirement. 

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Unique Challenges You’ll Face In Retirement

There is no one-size-fits-all retirement plan. We'll discuss the unique challenges you could face. We'll also talk about some demographic statistics that might affect your planning process.

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