‘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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Till Debt Do Us Part: Resolving Financial Tension Between Couples (Part 1)
Reasons Why You Shouldn’t Invest in a 401(k)
Bad Money Habits That Can Spoil The Retirement Party
What Weddings and Retirement Planning Have in Common
Breaking Down The Commentary After Recent Bank Collapses
How Age and Wisdom Impact Your Financial Planning
The Psychology of Investing In The Wake Of Historic Market Crashes
Should An Advisor Tailor A Plan To Fit Your Personality? (Part 2)
Should Your Advisor Tailor A Plan To Fit Your Personality? (Part 1)
What’s Your Biggest Financial Fear?
Four Ways The SECURE Act 2.0 Might Impact You
Helpful Financial Checklist For 2023
2022 in Review
Naughty or Nice: Financial Advisors
Examining Your Own Investor Bias
Financial Things That Are Underrated
Financial Things That Are Overrated
Your Biggest Financial Assets
What We Can Learn from Seinfeld
Can’t Get No Satisfaction... Or Can You?
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