Financial Flight Plan Podcast

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.

Raising Financially Savvy Kids And Grandkids

There are a lot of ways to pass a financial legacy to the next generation. You can do it with actual dollars, but also with knowledge. In this edition of the podcast, Brie gives us some tips for how to pass on savvy financial skills to the next generations.

Couch Potato Dollars

You haven’t gotten where you are in life by being lazy. If you have had children, you probably frequently told them not be a lazybones (or worse). You should do the same thing to your money. Get it off the couch. Lazy money or “couch potato dollars” can endanger your portfolio. Let’s talk about why that is.

The Glory Days Of Financial Planning

It can be fun to reflect on the glory days of your life and the way things used to be. And it’s no different in the financial world; retirement planning used to be a lot easier than it is now. Let’s discuss a few issues that make retirement planning harder in today’s world.

Reaping Rewards For Financial Sacrifice

It can be difficult to make financial sacrifices when the reward for doing so might not be seen until several years in the future. Let’s talk about some of the situations where you might be inclined to take the immediate benefit, but you should really consider the delayed benefit.