‘Tis the season for a bit of holiday cheer! What can we learn about financial planning from some classic Christmas songs? These tunes we sing along to every year carry some great metaphors and lessons if you know where to look. For instance, we all know Rudolph the red-nosed reindeer was made fun of and overlooked, but turned out to be a great asset on Christmas Eve. What kind of financial decisions and products are more valuable than some people realize at first glance?
Here’s some of what we discuss in this episode:
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Planning For The Fourth Quarter
Financial Security
Unique Financial Challenges
Retirement: It's Harder Than It Looks
Conventional Wisdom And Your Portfolio
Facing Financial Reality
Organizing Your Financial Junk Drawer
Dangerous Mindsets
50 Shades Of Gray Area
The Big Distractions
A Client's Life For Me
Financial Debates
Hidden Costs of Retirement Planning
Myths Versus Truths
Fuzzy Math 101
Unique Challenges You'll Face In Retirement
First Steps
Retirement Planning Myths
What We Wish You Knew
It's Just Not That Complicated
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