The Financial Answer

Silver Linings

Let's look for the silver linings in your finances. We'll also clear up the confusion surrounding Social Security. Finally, learn what traits you should look for in a financial advisor. 

Actions Speak Louder Than Words

Learn to invest like a genius and determine whether you need a traditional or Roth IRA. Finally, let's make sure your financial actions are lining up with your words.

Common Portfolio Mistakes

Discover what common mistakes you could be making in your portfolio. We'll also share some strategies that just don't work and listen to the wisdom of Mark Twain.

Defense Mechanisms

Determine whether you're defensive when talking about retirement. Learn why mutual funds are out of style and whether debt is good in retirement

Awkward Conversations

We'll tell you about the awkward conversations you might have with your advisor. We'll also keep you from sabotaging your financial health and correct your estate planning mistakes.

The Financial Puzzle

Retirement planning is like a crossword puzzle. Find out how one wrong "answer" will affect the rest of your retirement plan. Later on, life happens. Learn how different events should factor into your portfolio.

Staying On Course

Getting lost is never fun. This week, make sure you don't get lost in your financial planning. We'll also confidently proclaim financial truth and discover the different stages of retirement.

The Desire To Retire

Explore your inner desire to retire, set firm financial goals, and discover how to complete a roth conversion along the way.

Retirement Variables And Constants

Learn the variables and constants that will affect your retirement. Make sure you're living your retirement without regrets.

The Retirement Farm

We'll teach you the lies you learn in broker school, take a trip to the retirement farm, and examine how emotions affect the decision-making process.