Episode 149 | 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.
Tax season is upon us. When you’re working with a preparer or doing it yourself with software, there are several mistakes and missed opportunities that you can make.
Episode 147 | When’s the last time you thought about your estate plan? Do you have one in place to ensure everything you’ve earned is accounted for?
Episode 146 | Everyone likes to dream and talk, but far too few turn those into goals, plans, and reality. It’s time to stop talking and take action!
Episode 145 | If you have over 1 million dollars in your 401(k), you may need tax planning to avoid overpaying in taxes during your lifetime.
Episode 144 | Don’t let another year slip by without celebrating your birthday. It’s a built-in excuse to celebrate you! Have a Happy Birthday!
Episode 143 | Despite our best efforts, we usually invest based on feelings. But good investing often involves doing the opposite of what we feel.
Episode 142 | There are a few ways to define and describe happiness. And understanding is one of the foundational elements to success. Let’s take a quick peek down the rabbit hole of happiness to help you find what you are looking for in life… and in retirement.Â
Episode 140 | Do not listen to the Siren Song of short-term guarantees. In the realm of investments and financial decisions, the age-old debate between short-term guaranteed returns and long-term potential returns is perennial.
Episode 139 | When defined, and in context, retiring, retire, and retirement need to be renewed to reflect their modern identity. To star the discussion, we’ll look at the existing definitions and contexts that surround retirement, then we’ll reframe and define the words for their modern form.
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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.
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