Financial Game Plan

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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Staying On Course

Getting lost is never fun. This week, make sure you don't get lost in your financial planning. We'll also confidently proclaim financial truth and discover the different stages of retirement.

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The Desire To Retire

Explore your inner desire to retire, set firm financial goals, and discover how to complete a roth conversion along the way.

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What’s In 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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The Retirement Farm

We'll teach you the lies you learn in broker school, take a trip to the retirement farm, and examine how emotions affect the decision-making process.

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