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Fifteen Minute Financial Advisor

Jan 29, 2019

As we continue into Step Two of Five Steps to Starting Your Own Financial Plan, we get into the topic of risk management and insurance. To keep the episode short, we only cover life insurance, and focus on when you need it, and things to think about when determining how much you need. We don't get into topics...


Jan 22, 2019

A few weeks ago, we did an episode called Five Steps to Start Your Financial Plan. Well, this episode covers the first topic in those 5 steps in further detail. Cash flow planning is the solution to the budgeting problems that people face when trying to get a better idea of where their money goes. It's all about...


Jan 16, 2019

Typically, we encourage people to get started investing as soon as possible. But it's important to cover the basic elements of financial planning. It's really simple, but not always easy. There are always exceptions, of course, but once you've met your most basic financial planning needs of spending less than you...


Jan 8, 2019

Echoing last week's encouragement to get started planning, the follow-up this week is all about having a strategy. The two go hand-in-hand. When you look at your retirement savings, are you excited? Are you stressed? When you think of all the things you'll have to pay for in the future, do you get anxiety or lose...