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Budget Blunders & Best Practices
Cashflow & Net Worth

Budget Blunders & Best Practices

Budget Blunders will keep us failing. But Budget Best Practices make the method a breeze! We have nine of each in the ninety-ninth episode.

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You Need a Budget
Cashflow & Net Worth

You Need a Budget

Enjoy guilt-free spending and effortless saving with a friendly, flexible method for managing your finances. You Need a Budget.

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How to Make a Net Worth & Cash Flow Statement
Cashflow & Net Worth

How to Make a Net Worth & Cash Flow Statement

When and how do I make a net worth and cash flow statement? Grab a free template, schedule an hour, and invest in understanding your money.

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The Power of Net Worth & Cash Flow
Cashflow & Net Worth

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.

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Life Goals Shouldn’t Take a Lifetime
Mindset

Life Goals Shouldn’t Take a Lifetime

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!

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A Successful Retirement
Mindset | Retirement

A Successful Retirement

What is a Successful Retirement? We answered that in the last chapter of my book, 3D Retirement Income. If you haven’t read or listened to it, it’s included in our free membership community: RetireMembership. Below is that chapter of the book. Even if you have read it before, it’s worth a second time. A Successful…

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We Haven’t Lost Anything
Investing | Mindset

We Haven’t Lost Anything

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!

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Should I Buy Dividend Stocks for Income?
Investing

Should I Buy Dividend Stocks for Income?

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.

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When Should I Update My Estate Plan?
Estate Planning | Financial Planning

When Should I Update My Estate Plan?

My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?

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What is a Fiduciary?
Financial Planning

What is a Fiduciary?

“Fiduciary” is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.

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Client Corner

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.

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    • About
    • Podcast
    • Workshops
      • Investing Before And After Retirement
      • Maximizing Social Security
      • Reducing Taxes in Retirement
      • Estate Planning Essentials
      • Workshop Recordings
    • RetireMembership
      • Join RetireMembership
      • RetireMembership Access
    Search