Financial Flight Plan Podcast

Episode #58: Article Analysis - How The Fiduciary Rule Change (And Reversal) Is Impacting How Financial Products Are Sold

A recent Wall Street Journal article took a deep look into how selling habits of certain financial products have shifted during the debate of the "fiduciary rule" in the financial industry. It's had an impact from marketing to the actual financial planning and Brie will spend some time unpacking the important pieces of the article as we take a critical look at the industry and how it impacts an everyday consumer. And if you want to check out the article, click here (Note: WSJ put the article behind a pay wall, so you might not be able to read it if you don't have a subscription).

Episode #57: In The News - Soda Tax, FIRE, And The 10-Year Anniversary Of The 2008 Financial Crisis

Brie and Walter take a look at several recent news headlines that span the topics of early retirement (like, really early retirement), Seattle's "soda tax", and what lessons we've learned in the 10 years since the 2008 financial crisis.

Episode #56: You've Lost That Financial Feeling

Believe it or not, financial planning isn’t all about math and logic. There are times when it’s important to factor in how you feel about certain things. Let’s cover some of the times where it’s OK to let your emotions and feelings enter the financial equation.

Episode #55: Storytime - "If Only I'd Met You Sooner!"

We'll ask Brie to tell us about a time a client told her, "If only I'd met you sooner!" You might be surprised just how much progress can be made if you're proactive about certain financial situations.

Special Guest Mike Michalowicz

Mike Michalowicz, former writer for the Wall Street Journel and author of serveral books like Profit First and his latest Clockwork joins the show.

Elements Of A Successful Retirement

Brie will analyze an article about the elements of a successful retirement. See how many elements you already have, and how many you need to improve on.

Unique Planning Challenges

Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions you might come up with…

Your Money Mission Statements

Mission statements give our dollars a purpose. They help us to develop a sound strategy in our portfolio. Let’s find out whether you’re effectively putting your money to work for you.

Things I Can't Control

In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t.

Getting Started: A Financial Plan's First Steps

For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on a first step to get you started. But depending on your situation, your most logical first step could be one of several things. Brie will help you figure out what would be a good starting point for your retirement planning.