Financial Flight Plan Podcast

New Year's Resolutions

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

E-mail Questions

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

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.

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.

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?

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.

Time To Get Real

It's time to get real. Brie helps you be more realistic when examining your financial situation.

Listener Question

We take one of your listener questions on financial planning for couples.

Tell Me A Story

Occasionally, someone meets with an advisor just in the nick of time. Brie shares with us a time a client was able to avoid a bad financial mistake after meeting with an advisor.

Income Planning Essentials

We guide you through the potentially complicated process of planning your income in retirement.