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/
Dec 26, 2019
We all mistakes in life and our finances are not excluded from our lapses in judgement. Don’t leave your retirement up to chance. Make sure you’re avoiding these dumb and dumber decisions.
Show notes and additional resources:
Dec 19, 2019
Whether you are invested in IRAs or in a company promising a pension, you want to make sure your investments are protected. How do you do that (without losing out on the growth)?
Show notes and additional resources: https://financialplanningva.com/protecting-your-financial-investments-iras-and-pensions/
Nov 7, 2019
How would you rate your financial health? Is it thriving? Or is it failing? Or maybe somewhere in between? Let's find out.
0:16 - How to find out your financial health.
2:15 - Are you making mistakes and if so, is there time...