Financial Flight Plan Podcast

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.

Debunking Some Of The Worst Financial Myths

There’s an almost endless list of retirement planning myths that need to be debunked. Brie will debunk some of these misleading statements that often lead people astray. Put on your “mythbuster” hat and let’s go.

Storytime: Wish I Would Have Listened

We’ve probably all had one of those moments where we didn’t listen to the advice someone was trying to give us. Let’s hear about a time it happened in the financial world when someone didn’t listen to the advice of their financial advisor and later wished that they had.

Storytime: Ripped Off

It’s one of the things we’re all afraid of in many aspects of life. Nobody wants to get ripped off. Let's fhear about a time that happened with someone and if they were able to fix the problem. Brie Reyes will tell us how it happened, what they found out, what the client's reaction was, and where that client is today in their financial situation.