Most people don’t realize what their risk tolerance is and how much it can affect their portfolio. We discuss three important considerations wehn trying to determine how much risk someone can truly handle
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 11: The Difficulty Of Financial Planning After The Death Of A Spouse
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
The Dave Ramsey Show
The Clark Howard Podcast
The Grant Williams Podcast
Real Vision: Finance, Business & The Global Economy