Financial Flight Plan Podcast

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 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.

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?

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.

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

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

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.

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

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.

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.