how-ard financial group

Ep 55: Planning Your Retirement Like a Vacation

June 16, 2022

It’s often said that the average person spends more time planning vacations than planning retirement. Today we’re going to plan for retirement by pretending like we’re planning a vacation.

Ep 51: Mailbag – Job Offer, Taxes, and Wedding Budgets

April 21, 2022

Should you take a job with a higher salary but worse health insurance? Is there a way to not owe the IRS so much in taxes each year? These are a few of the mailbag questions we’re answering on today’s show.

Ep 50: Are You Asking the Wrong Questions About Your Finances?

April 7, 2022

A lot of people have questions about their retirement plan, but you might be asking the wrong questions. We’ll share some common wrong questions and what better questions might be.

Ep 49: Do You Want to Retire Early?

March 17, 2022

Sometimes we have clients who want to retire early. But how much earlier do they mean, and is this a realistic goal? We’ll share some challenges they face and how to know if early retirement is for you.

Ep 48: How Delayed Gratification Can Help Your Finances

March 3, 2022

Delayed gratification is a difficult skill to master and that’s just as true with financial matters as it is the other areas of your life. Let’s talk about some instances where you might be faced with a choice of being satisfied now or satisfied later.

Ep 46: First Steps of a Financial Plan

February 3, 2022

For some folks, the idea of putting together a financial plan can be overwhelming. But it’s less threatening if you just focus on the first step. Let’s talk about a few possible first steps that you could take.

Ep 44: How to Should You Handle Market Volatility?

January 6, 2022

Anytime the market is turbulent, people react in various ways. So, how should you handle rough periods in the market? We’ll share how to handle these tumultuous times.

Ep 42: What We Wish You Knew About the Financial Industry

December 2, 2021

As financial professionals, there are things that we wish everyone knew and understood about the financial industry. Today we are going to share some of the tricks that sometimes get played and how to spot them.

Ep 41: Financial Wisdom from Mr. Rogers

November 18, 2021

Mister Rogers left us a treasure trove of inspirational quotes during his 31 years on TV. Did you know that a few of them have some solid financial and investing wisdom hidden inside?

Ep 40: How to Deal with Financial Stress in Retirement

November 4, 2021

Psychologists have determined that retirement is the 10th most stressful event that you can experience in life. Today we’re sharing some ways to proactively deal with that stress.

Ep 39: Retirement Reality Check

October 21, 2021

Some people need a reality check when it comes to understanding their retirement. You might picture yourself retired on a beach or a boat, but it might be time to check your dreams.

Ep 38: Financial Tips for Empty Nest Syndrome

October 7, 2021

Right now, there are many parents who recently dropped their first kid off at college. Other parents just dropped their last kid off at college and are officially empty nesters. Let’s discuss some of the major financial issues to consider during this stage of life.

Ep 37: Mailbag – Social Security, 401k Investments and Long-Term Care

September 16, 2021

Today, we’re answering your mailbag questions. Up first, Beth wants to know if it was a mistake to take Social Security early. We’ll also answer your questions about 401k investments and long-term care.

Ep 36: Retirement Questions You Didn’t Know to Ask

September 2, 2021

You likely have questions about your retirement, but there might be some questions that you didn’t know to ask. We’ll explain what those questions are and why the answers are so crucial to your financial future.

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