They say these days that there’s a holiday of every day of the year. It’s kind of true. In fact, the month of April, for example, is home to Bowel Cancer Awareness Month, Fresh Florida Tomato Month, Fresh Celery Month, Multiple Birth Awareness Month and National Soft Pretzel Month (sorry hard pretzels, you guys have to wait until the overall National Pretzel Month in October). What does all this have to with finances? Well, April is also National Distracted Driving Awareness Month, which gave us the idea to discuss some of things that distract us financially. And since every single other thing in existence gets a holiday, we’ll make up our own to discuss on this week’s podcast. It’s National Distracted Investor Awareness Month. We’ll reveal the distractions that often peel our attention away from being good investors and savers and give you tips on how to stay on track.
The quarterback on a football team is often considered to be the most important person on the field. But they can’t always get the job done by themselves. Sometimes, they need to hand the ball off or throw it to a teammate to make progress down the field and ultimately score a touchdown. Your financial advisor should serve in a similar capacity. They’re the most important person in your overall planning situation, but they should also know when it’s the right time to bring in other professionals to help put together the best possible plan for you.
If you’re married, then this will come as no surprise. It takes two to complete a successful retirement plan. On this podcast, we’ll look at how husbands and wives have different financial goals and how that creates conflict. We’ll, of course, also explore how to resolve that conflict to establish a solid financial plan.
There’s a lot of talk in March about leprechauns, four leaf clovers and pots of gold at the ends of a rainbow.The bad news, however, is that none of those things will help you get wealthy or retire successfully. Well, okay, if you find a pot of gold you’ll be in pretty good shape. But those odds are slim at best. So, instead of waiting for luck to find us, how about we make our own financial luck? Here are some easy tips to follow to make it happen.
There have been a lot of interesting headlines in the news lately. On this podcast, we’ll cover recent stories about the labor market and how it seems most people who want to work are actually working. Is that a good sign for the overall economy? Home prices are skyrocketing across the country. Are we just setting ourselves up for another crash like we saw last decade? And a big-time hedge fund guy says we’re facing a 70% chance of a recession. We’ll talk about whether he’s right and what we can do about it.
Let's crack open the newspaper and discuss some of today's top headlines. For instance, how will the recent tax code changes continue to impact the economy? How will advances in automation impact the job market? All that and more on this episode of The Financial Flight Plan Podcast.
Let's discuss how retirement is a lot like shopping for groceries. Try not to get too hungry while we do this…
Using the 2018 Winter Olympic Games as inspiration, let’s turn our attention to the not-quite-as-popular Financial Olympics (coming soon to an obscure cable channel). If you have a great financial coach, you’ll probably do very well at these events. Let’s see how that advisor will prep you for the games.
Brie tells us a story of when she first started out in the financial advising world. Hear how she was able to help out a widow with no financial experience.
Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. After all, you go through a lot of changes in retirement in terms of daily schedule, lifestyle, relationships, and more. Let’s look at the ways to proactively deal with stress in retirement.