Feb 20, 2020
There comes a time when you want less and less risk. But when? And do you really know how much risk you currently have? We’ll take a look at those questions and help you determine if you’re putting your portfolio at risk.
Check out the show notes and get additional resources here:
Feb 13, 2020
What kinds of financial lessons can we learn from Suze Orman? What does Brian agree with her on in regards to financial planning and what strategy should you implement in your financial plan?
Show notes and additional resources: https://financialplanningva.com/financial-lessons-from-suze-orman/
Feb 6, 2020
It’s everyone’s favorite question, “How much do you need to retire?” But what is the answer? We explore that on this episode and discuss the factors that will help determine that number for you.
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Jan 30, 2020
Real estate is a major part of your financial portfolio, whether you have one family home or several investment properties. We talk with local real estate agent, Hal Cone, to hear about the market and what you need to be aware of when it comes to buying or selling properties.
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Jan 23, 2020
After spending so much time saving up a nest egg, do you have a plan for your financial legacy? Do you have a proper estate plan in place?
Show notes and additional resources: https://financialplanningva.com/estate-planning-a-love-letter-for-the-future/
0:15 - Estate planning used to be simple....