Six Benefits of Financial Planning
Whether completing your own plan,
Or working with a pro,
There are Six Benefits to planning
That you should know.
Five Questions to Ask Your Financial Advisor
There are Five Questions that you should ask your Financial Advisor. Whether you are looking for a new advisor, or already have one, these questions should be asked by you to two-three advisors to ensure you have the right one for you.
The Four Horsemen
There are Four Mistakes we make as investors that are most responsible for our abysmal investor returns. They are Chasing Returns, Poor Diversification, Euphoria, and Panic. We also address two defenses against the Horsemen.
Belief Over Knowledge
People act on what the Believe, not on what they Know. Belief in your Financial Plan is more important that knowledge about your financial plan. We explore where knowledge leaves off, where belief picks up, and why it is so critical.
The Principal Problem
The goal of retirement planning is NOT to PROTECT our Retirement PRINCIPAL.
The goal of retirement planning IS to CREATE a Retirement INCOME. This is THE key distinction.
Investor vs Investment Returns
The Average Investor receives half the lifetime returns of the investments the investor invests in. Focus on Investor Returns, which you can control, instead of Investment Returns, which you cannot.
Intro to RetireMentorship
RetireMentorship will Guide You to and Through Retirement. In this intro, we explore why we exist, what you can expect from each episode, and who can benefit from listening to the podcast.
