No matter how hard we try to stay on top of our finances, we’re sure to come across roadblocks that interfere with our decision-making process. Does this sound familiar? Let’s talk about the common scenarios we see in retirement planning and how you can deal with them.
Today's rundown:
0:58 – In the news: What’s going on with small cap stocks?
2:50 – How to check your mutual fund to see what investment style it uses.
3:55 – Should you be making changes to your portfolio?
5:10 – Confidence Corner: Decision-making roadblocks.
6:00 – Roadblock: too many decisions to make.
8:31 – Roadblock: Doing research yourself can overwhelm you in a hurry.
10:14 – You need someone that can hold your feet to the fire.
12:19 – Experience is the main educator that we have.
14:22 – Roadblock: You just don’t like talking about money.
16:58 – Roadblock: Traumatic life events.
20:18 – Fun fact of the week.
Get the full show notes and additional resources by clicking here.
Explaining Penalty Relief for Inherited Withdrawals
Retirement Expectations vs. Reality
Winning the Financial Triple Crown: Strategies from the Kentucky Derby
Retirement Questions That Every Generation Is Asking, Part 1
How Is Technology Redefining Retirement Planning?
Is Retirement Planning Harder Than It Used to Be? Part 2
Is Retirement Planning Harder Than It Used to Be? Part 1
The Power of Delayed Gratification
Inheritance FAQ
Financial Stocking Stuffers
Financial Planning with Classic Christmas Songs
How To Successfully Climb The Retirement Mountain
The Financial Cereal Bowl
How to Avoid Money Mistakes You’ll Regret
Retirement Planning’s “Hidden” Questions
Discussing Dave Ramsey’s Advice
The Future of Retirement in America
Bashing the Roth?
Financial Lessons From Ron Swanson
Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 2)
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