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Fifteen Minute Financial Advisor

Feb 26, 2019

This week's episode comes from recent conversations with a few new clients. When I explain why I left the wirehouse (big-bank brokerage firms), it's because I WANTED to hold myself to a different standard as an advisor. One that has a legal obligation to put the interests of my clients first. The biggest question to me...


Feb 19, 2019

As we wrap up the Five Steps to Starting Your Own Financial Plan, we cover my favorite topic: Investment Planning. It's truly important to know what you own, and the unique characteristics that come along with it. Having the other four steps taken care of will allow you to focus on creating the investment plan that you...


Feb 12, 2019

December 2017, new tax laws for 2018 filings are enacted, February 2019, we cover Tax Planning in the fourth step of the Five Steps to Starting Your Own Financial Plan. It covers a few topics that seem to keep coming up in conversations and can make a meaningful difference with your tax returns. As you'll hear in...


Feb 5, 2019

This week we focus on how to think about your needs, goals and priorities. Needs are going to be the basics that you have to have to survive. Goals are the things that you want to have to make your retirement, or life-after your work-for-money career is complete. And then you have to prioritize them. 

 

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