Jun 30, 2022
Does your plan properly account for inflation, now and in the future? Where is the stock market headed? Let’s talk about the things you need to be thinking about right now in your financial plan.
Today's show schedule:
0:12 - Will inflation go back down?
6:05 - Is the bubble going to burst?
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Jun 23, 2022
How can you instill wise financial decisions at a young age? Brian shares his favorite financial app for kids and teens and how these healthy habits can pay off in the long-run.
Today's show schedule:
0:12 - Brian talks about finding teachable moments for kids.
3:35 - Saving money and making wise decisions adds...
Jun 16, 2022
What options do you have when it comes to protecting your assets and investments? Brian discusses our current economy and shares what some of his clients have been doing about it.
Today's show schedule:
0:12 - What’s the silver lining of today’s market?
4:46 - What’s guaranteed and protected?
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Jun 9, 2022
Should you invest everything into an index fund? What approach does Brian use that is different?
Today's show schedule:
0:12 - Where are retirees spending extra time?
2:25 - Warren Buffett suggests investing in an index fund.
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Jun 2, 2022
How do you know what strategy is best for you when it comes to risk and retirement? Brian shares some of what he advises clients when it comes to their portfolios.
Today's show schedule:
0:12 - How do you balance assets in a portfolio?
4:16 - What do you do if you’re not ready to retire?
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