Financial Game Plan

Planning For The Fourth Quarter

It's easy to procrastinate, but we'll show you the importance of urgency in retirement planning. We'll also play the blame game and do a little fourth quarter planning.

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Financial Security

Find out what "financial security" could mean to you. Learn why your 401(k) isn't perfect. Finally, hear the stories of clients who have experienced disaster in their portfolio.

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Fake Financial News

Make sure you're not consuming too much fake financial news. Learn about overrated and underrated financial tools.

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Retirement: It’s Harder Than It Looks

Learn why planning for retirement is harder than it often looks. Make sure you're not eating your words in retirement. Finally, grab a pencil. Don't miss our wit and wisdom as we share some financial proverbs.

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Road Trip To Retirement

Pack your bags. This week, we're going on a road trip. We might even do a little financial fishing along the way.

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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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