Financial Flight Plan Podcast

Storytime: Collaborating With Other Pros

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.

His And Hers Retirement Planning

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.

Making Your Own Financial Luck

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.

More Headlines In The News

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.

In The News

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.

The Financial Grocery Store

Let's discuss how retirement is a lot like shopping for groceries. Try not to get too hungry while we do this…

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.

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.

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.

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…