Most people think that a financial advisor’s primary job is picking investments. That’s only a small part of it. The reality is that the primary job is solving problems. Let’s look at some situations that have happened over the years where the financial planning became less about picking investments and more about solving problems.
Ep 64: Long Term Care & How to Plan For It
Ep 63: Social Security
Ep 62: Hedging, Market Changes, & Concentrated Stock Risk with David Lee and Jay Pestrichelli
Ep 61: Pros and Cons of a 401(k) Rollover
Ep 60: Phishing (not Fishing)
Ep 59: Faith and Finance with Dr. Nick Floyd
Ep 58: Communism, Capitalism, and Societies In-Between with David Chapman
Ep 57: Generosity, Grandkids, & Getting Out of Debt with Mike Frost
Ep. 56: Sports, Stewardship, & Staying Humble with Matt Walters
Ep 55: From Flying to Finance with David Lee
Current Events: Interest Rates, Child Tax Credits, & Cryptocurrency
Alternative Investment Options
Where to Stash Cash
Inflation and How to Handle It
Capital Gains Tax, Stepped-Up Basis & More.
The Non-Financial Aspects of Retirement
5 Different Types of Investing Risks - Part 2
5 Different Types of Investing Risks - Part 1
Impact on Death of a Spouse
7 Tips & Ideas On How To Spring Clean Your Finances
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