The Power of Net Worth & Cash Flow
Episode 96 | You must know where you are to get where you want to go. There is great power in knowing your Net Worth and Cash Flow.
Episode 96 | You must know where you are to get where you want to go. There is great power in knowing your Net Worth and Cash Flow.
Episode 95 | Let’s make 2023 the Best Year Ever! We’re going back to basics. By year-end, let’s turn “I wish I had known” into “I am glad I did.”
Episode 94 | You should create, save for, and work toward life goals. But Life Goals shouldn’t take a Lifetime to achieve. Don’t just save. Invest!
Episode 93 | What is a successful retirement? Our mission is to help you retire successfully and stay successfully retired. What are the key components?
Episode 92 | The values in your accounts may have declined by 20%. But we haven’t lost anything. Not if we view it correctly. Language matters!
Episode 91 | Should I buy Dividend Stocks for Income? Or should I buy bonds? How do they compare to inflation? Tune in and you’ll appreciate dividends.
Episode 90 | My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?
Episode 88 | “Fiduciary” is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.
Episode 87 | Roth Conversions could save you, or cost you, tens of thousands in extra taxes. Should I convert my IRA to a Roth?
Episode 86 | We all spend money on many things, but are these an investment or expense? Challenge how you think about both, and you may invest more.
Also available on Amazon (but not for free).
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Client Corner is a monthly article written by legendary financial advisor Nick Murray as part of his $350/yr Financial Advisor Newsletter. We are licensed to email those out each month, but we are unable to post them online. Check your email at the beginning of each month for the latest. You can request past Client Corner articles below.
Also available on Amazon (but not for free).
*Privacy Policy: We hate spam. We will not provide your information to anyone else or bother you.