Financial Flight Plan Podcast

The Winter Financial Olympics

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.

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Story Time: Widowed Spouse

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.

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Stress And Retirement

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.

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Explaining It Away

Very often, we hear people try to make excuses or explain away some of their questionable financial decisions. Let’s talk about why these excuses usually don’t hold water…

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New Year’s Resolutions

Following through on your new year's resolutions is tough. We can help you keep your financial resolutions.

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E-mail Questions

This week, we answer listener questions about risk tolerances, financially mismatched couples, and who the typical client is for financial advisors.

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Common 401k Questions

A lot of Americans have 401k accounts. Let’s cover some of the common questions we get from 401k owners. You probably have some of these questions on your mind anyway. Oh, and this advice generally applies if you have a 403b or similar type of account, too.

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Real Estate And Retirement Planning

Real estate can play an important role in some folks’ retirement plans. Let’s talk about how you should generally view the importance of real estate strategies in your plan.

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The Financial Santa Claus

In the spirit of the holiday season, let’s pretend that Santa Claus is filling up the stockings of retirees and pre-retirees with useful financial resources. But you can only fit three items into the stocking. Which three would you choose?

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Financially Savvy Grandparenting

A common question we often get, that’s not even really related to investing, is from retirees wanting to know how they can help pass their financial wisdom on to the next generation. So, let’s touch on some important tips for grandparents to consider as they help their grandchildren grow into financially savvy adults.

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