Wealth Insights
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The Value of Having a Financial Advisor
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The Importance of Having a Financial Plan
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The 9 Most Important Investment Principles to Follow When Investing
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Stress Testing Your Portfolio.
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10 Rules for Successful Stock Investing
Episode #18- 9 Steps to Retire and Stay Comfortably Retired
There is something that's getting in your way with building your wealth. And it has to do with what you believe, think and expect when it comes to money.
One of the major blocks to financial freedom is our money mindset.
And when we release those money blocks and become self-aware about our own personal relationship with money, we can begin to rewrite our own personal money story.
Episode #17-What to Do 3-5 Years Before Retirement
This episode is specifically tailored for those looking to retire in the next three to five years, but also really valuable information to prepare you for the things you will have to think about while you are saving and investing toward this period of time.
As football fans know, the “red zone” is the area of the field where the offense is within 20 yards of scoring a touchdown. Applied to retirement, the red zone concept means the period where retirement is in the near future.
Wealth Decision #9: Hire a Financial Advisor
So what does a financial advisor do?
The first thing is a financial advisor is going to sit down with you, understand what's important to you, and help create a financial plan.
And then once they've created a financial plan, they're going to create a portfolio designed for your stage in life and your individual risk tolerance.
They're going to look at portfolio risk and return characteristics.
They're going to look at tax efficiency if they're investing some of your money in a taxable account.
And they're going to look at the fees that you're paying on your investments.
Wealth Decision #1: Living Within Your Means
A rich life is not just about nice things, although ads getting us to want this or that would lead us to believe that. We can find a balance between a fulfilling life and saving for the future by being clear on what truly matters to us both now and in the long run. You can’t create financial independence or freedom without first living within your means.
The Wealth Decisions Podcast
Each week on the Wealth Decisions Podcast I discuss crucial wealth decisions and mindset hacks to help individuals build and keep more of their wealth so that they can live a richer life. You can listen to the podcast on Apple Podcasts or Spotify. Click the link below
Contact Us
Get in touch with us to schedule a discovery meeting to see how we could work together to help you with your most important financial goals.
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