Episodes
Thursday Apr 04, 2019
Possible Tax Changes?
Thursday Apr 04, 2019
Thursday Apr 04, 2019
This week we discuss the new proposed gas tax hike in Michigan as well as political conversations around larger taxes for larger estates.
Thursday Mar 21, 2019
Retirement Planning: When DIY Works (And When It Doesn’t)
Thursday Mar 21, 2019
Thursday Mar 21, 2019
In many areas of our culture, the do-it-yourself mentality is really popular. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design, and how to do those things without professional help. Let’s talk about what the DIY mentality looks like in retirement planning…
Thursday Mar 07, 2019
The Upsides And Downsides Of An Informed Consumer
Thursday Mar 07, 2019
Thursday Mar 07, 2019
You want to feel informed about your options when it comes to making financial decisions. So, you probably turn to a lot of different sources to gather that information. Let’s look at some of the most popular areas from which you’re getting your financial education and evaluate whether these are wise areas from which to grow your financial knowledge.
Thursday Jan 03, 2019
Episode #4: How To Spot A Bad Advisor
Thursday Jan 03, 2019
Thursday Jan 03, 2019
How do you know if your financial advisor is a bad fit for you? What about an advisor that you’re thinking about working with? How can you tell the good ones from the bad ones?
Thursday Dec 20, 2018
Episode #3: Risk Tolerance
Thursday Dec 20, 2018
Thursday Dec 20, 2018
Any advisor worth his or her salt is going to have a conversation with you about risk. But what in the world is “risk tolerance”? It’s a buzzword that gets used a lot in meetings with financial advisors, but we’ve found that a lot of people don’t have a great understanding of how their risk tolerance truly impacts their financial and retirement plans. Let’s fix that and give you the 411 on risk tolerance.
Thursday Oct 18, 2018
Episode #2: 5 Hidden Expenses You Need To Know About
Thursday Oct 18, 2018
Thursday Oct 18, 2018
Just because you can’t plainly see all the expenses you’ll incur during the retirement planning process doesn’t mean they aren’t there. Let’s cover 5 important areas where you’ll want to watch for hidden expenses.
Friday Oct 05, 2018
Episode #1: Retirement Planning - More Than Just Investments
Friday Oct 05, 2018
Friday Oct 05, 2018
There’s a lot more to retirement planning than just picking investments. Is your advisor helping you navigate all the other essential areas?