Some advice just makes good sense. But sometimes the guidance we get doesn’t align with our expectations. That’s not necessarily a bad thing. Let’s talk about some of the counterintuitive financial advice you may, or may not, receive. We'll answer some questions from the "mailbag" and bust up some "rules of thumb" along the way. Plus, we'll see what's buggin' Charles this week.
Financial Fact Or Fiction
Are You Flirtin’ With Disaster?
The Financial Dictionary
This Is Why You Never Assume
Biggest Client Concerns
Innovation Causing Disruption
Retirement Statistics Worth Understanding
Where All My Financial Knowledge Comes From
Understanding The Different Types Of Risk
End Of Year Planning Tasks
A 5 Question Retirement Preparedness Quiz
Is Diversification For Suckers?
Ep 21: The 401(k) FAQs
What Retirees Should Know About Wills & Trusts
Eye Opening Stats Showing How Americans Save
This One’s On The House
Financial Issues Particularly Challenging For Women
Are Complicated Portfolios Necessary?
Are You Making These Classic Pre-Retiree Mistakes?
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