We will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the second part, which is building your plan.
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 10: Risk Tolerance
Ep 9: The Advisory Process - Protect 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