Ep 11: The Difficulty Of Financial Planning After The Death Of A Spouse
It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.
Ep 15: How to Pick a College You Can Afford
Ep 14: How College Debt Can Ruin Your Retirement
Ep 13: The Dangers Of Only Saving To A 401(k)
Ep 12: Mortgage Planning in a Low Interest Rate Environment
Ep 10: Risk Tolerance
Ep 9: The Advisory Process - Protect Phase
Ep 8: The Advisory Process - Build Phase
Ep 7: The Advisory Process - The Design Phase
Ep 6: Challenge of Investing Outside of the Plan
Ep 5: How Important is an Advisor's Process to My Financial Success?
Ep 4: What Are My Costs When Working With an Advisor?
Ep 3: What Type of Advisor is Best for Me and My Goals?
Ep 2: Do You Need an Advisor?
Ep 1: Get to Know Dan, Brent & the Podcast
Opportunity Riding On A Dangerous Wind
Is The Customer Always Right?
Your Financial Philosophy
Risks And Statistics
The Market Crash Hall Of Fame