Time Horizon
Episode 38 |
Timing the Market
Episode 37 |
Aligning Capital & Values
Episode 36 |
The True Cost of Free Advice
Episode 34 |
Creating a Financial Plan – One-Page Financial Plan
Episode 32 | Your calculations are complete. Let’s put the results On Paper, On Purpose, all on One Page.
Creating a Financial Plan 5 – In-Retirement Planning
Episode 30 | Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.
Creating a Financial Plan 5 – Pre-Retirement Planning
Episode 29 | Before you retire, you must know that you CAN retire, and STAY retired. Pre-planning your retirement before you get there is essential for a successful retirement.
Creating a Financial Plan 4 – Tax Planning
Episode 28 | Be sure to tip your servers, not the IRS. Tax Planning is less about saving taxes this year than saving taxes over your LIFETIME.
