‘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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Financial Planning and Future Generations
A Curious Email Teaches Us About Dividend-Paying Stocks
Unlikely Wisdom When It Comes to Your Finances
How to Manage the Stress of Retirement
Five Things That Could Ruin Your Retirement Savings
Lazy Money
Questions You Should Be Asking Part 02
Questions You Should Be Asking Part 01
Financial Therapy
Retirement: It Ain't What It Used To Be
Common Complaints About Finances
Bouncing Back
New Year's Resolutions
Stock Market Update: Holiday Hijinx
Common Money Mistakes
Financial Stocking Stuffers
Client Personalities
Moving The Goalposts
Retirement: It Ain't What It Used To Be
End Of Year To-Do List
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