What can basketball teach us about financial planning? Surprisingly, they have a lot in common. We’ll explain howRead More
Villains in the movies are usually pretty easy to identify, but villains in the financial world aren’t always so easy to identify. Here’s how to recognize them.Read More
Are you making assumptions about your retirement and what it will look like? Mark breaks down some of the expectations people have and where you can go wrong.Read More
Financial lessons can be found everywhere you look, even on The Weather Channel. Today we’re taking four common weather terms and finding the equivalent in retirement planning.Read More
We work with many, many Baby Boomers so we see and hear the concerns they have heading into retirement. Let’s discuss what challenges are facing this generation and where mistakes often get made during the planning process.Read More
After all of the hard work it takes to make it to retirement, why would you go and do anything to jeopardize your finances or your lifestyle? Unfortunately, it happens all too often for a number of different reasons. Today we’ll tell you about some of the most common mistakes people make and what you can do to avoid the same fate.Read More
With so many people still fearful of where the economy is headed and worried about
how it will impact their finances, it’s time to change your mindset with a pep talk. Mark
will speak candidly about our current situation and what it takes to navigate these uncertain times and end up successful.
Do you ever wonder what the best investors do that regular people don’t? There are
certain traits that all highly-intelligent people possess that separate them from the pack.
On this episode, we’ll discuss a few of those characteristics and explain how they apply
to financial planning.