‘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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End Of Year To-Do List
The Retirement Checklist
Stock Market Update: October Slump
Financial Therapy
Robo-Advisors
Score A Touchdown In Retirement
Unhealthy Financial Foods
Irreversible Decisions
The Financial Hurricane
Between Jobs
Retirement Planning: It Ain't What It Used To Be
Agree Or Disagree?
Don't Get In Your Own Way
Unhealthy Financial Foods
It's Anyone's Guess
Unanswerable Questions
Fill In The Blanks
What Is A Fiduciary?
Better Late Than Never
Unreasonable Requests
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