Sep 30, 2021
One man’s trash is another man’s treasure. So, which is it when it comes to bonds and annuities? Brain discusses some key things to know about both on today’s episode.
Read more and get additional financial information: https://financialplanningva.com/podcast/bonds-and-annuities-trash-or-treasure/
Sep 23, 2021
Similar to a football team, you want your financial plan to have a winning strategy. Are your investments and estate set up for success? Today, Brian is going to discuss having a defensive strategy for your retirement plan.
Read more and get additional financial information:
Sep 16, 2021
Will you panic sell if the market tanks? How can you balance your investments against your risk tolerance as well as possible inflation? Today, Brian is going to talk about preparing for these situations.
Sep 9, 2021
How can you determine your risk tolerance and set up your investments in a way that will result in success? Today, Brian explains the maximum drawdown and how that relates to your financial plan.
Sep 2, 2021
Are you considering making a move with your home or investment property? Brian talks through what decisions you may need to make if you choose to sell your home.
Read more and get additional financial resources here: https://financialplanningva.com/uncategorized/whats-happening-with-the-real-estate-market/