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Fifteen Minute Financial Advisor

May 21, 2019

I've been guilty of calling employer matching funds 'free money' many times and for many years. But that ends now. It's not free money. It's part of the compensation package you've negotiated with your employer, and money they've put in their cash flow plan to pay to you and your various benefit plans. 

 

Questions?...


May 14, 2019

This week I'm joined by my friend, Tra Williams, to talk about living life on our own terms. A few years ago, Tra realized his life was taking him down a path that he hadn't intended. Although he was incredibly successful, he wasn't getting out of life what he wanted. So he changed it. And this change has given him a...


May 7, 2019

Did you ever say "I wish I would have..." about anything in your life? I know I have. I wish I would have done a lot of things differently. I wanted  a way to help minimize that feeling, so here's a mental framework that I use to help avoid regret in the future. It's projecting myself into the future, and...


Apr 30, 2019

Ryan Kirlin knows ETFs. He used to work at the New York Stock Exchange, helping ETF companies launch their funds on the exchange. We talk a little bit about what Ryan's firm is "architecting" for investors, but Ryan reminds us about what he thinks is more important for investors. Then we talk about the structure of...


Apr 23, 2019

Do you work for a publicly-traded company? Can you invest in your company stock in your 401(k)? While the conventional wisdom is that you shouldn't have too much, if any, employer stock in your 401(k), the reality is that many do. Many people have invested a ton of their retirement assets in their company. Familiarity...