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.
Lessons From Fly Fishing
Financial Planning and Future Generations
A Curious Email Teaches Us About Dividend-Paying Stocks
Unlikely Wisdom When It Comes to Your Finances
How to Manage the Stress of Retirement
Five Things That Could Ruin Your Retirement Savings
Lazy Money
Questions You Should Be Asking Part 02
Questions You Should Be Asking Part 01
Financial Therapy
Retirement: It Ain't What It Used To Be
Common Complaints About Finances
Bouncing Back
New Year's Resolutions
Stock Market Update: Holiday Hijinx
Common Money Mistakes
Financial Stocking Stuffers
Client Personalities
Moving The Goalposts
Retirement: It Ain't What It Used To Be
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