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.
Reading Between the Lines Of Financial Fake News
Discussing the Laws of Investing, Part 3
Discussing the Laws Of Investing, Part 2
Discussing the Laws Of Investing, Part 1
Understanding The SECURE Act, Part 3
How to Handle Stock Market Declines
Will Your Beneficiaries Be Able To Access Your Accounts After You Die?
What Does Financial Security Look Like For You?
Crazy Financial Facts From The Past And What They Mean Today
Does it Benefit You to Have Multiple Financial Advisors
Understanding The SECURE Act, Part 2
Understanding The SECURE Act, Part 1
Presidential Financial Planning
Stuff That Doesn’t Work
Never Assume In Retirement Planning
Traveling Through the Retirement Airport
Different Ways You Might Respond To A Down Market
Understanding The 4 Percent Rule
Vacation Planning And Retirement
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