109. Shock Test Your Retirement Plan

109. Shock Test Your Retirement Plan

Now more than ever, people are realizing the importance of a long-term financial plan. Things can threaten your plan seemingly out of nowhere. A year ago, inflation was hardly a topic of concern, but looking at today’s market has a lot of us worried about the future....
96. The Financial Planning Process

96. The Financial Planning Process

We discuss many different money management tools on our show but having a defined process is perhaps the most important thing investors need to consider when constructing their plan. Having a process allows you and your assets to perform at peak capacity. Customized...