On this episode, were going to share stories with you of times when emotions like fear, greed, and pride led someone astray in their financial decisions. Well even cover the role positive emotions l

People have many reasons for procrastinating when it comes to putting a retirement plan together. Some people struggle with perfectionism. Others are avoidant due to stress. No matter what your roadbl

Being a good advisor isnt about winning a popularity contest or just saying the same things that everyone else in the industry says, its about giving the best advice that you can for each individual

There are many things that we know well have to deal with in retirement, we just dont know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of

Youve most likely heard plenty of rules youre supposed to follow to retire successfully. Some of these rules are stated so confidently, youd be crazy not to immediately accept them as fact. But w

Lets see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if youre a natural risk taker, but you really shouldnt be when it comes to

We are opening up the mailbag on todays show to answer some questions from our clients and our listeners. Well explore inheritances, meeting new advisors, and much more. Wendy just inherited a farm

There are a lot of financial debates and questions out there. Should you always pay off the house as soon as you can or take the mortgage payment into retirement? Some of us assume you dont need life

In some ways, retirement planning is easier than it used to be and in other ways, its a lot more complicated. The one thing we can all agree on though is that retirement aint what it used to be. Pen

What red flags do you need to be aware of when it comes to working with an advisor? There are a lot of professionals out there, with different names and designations. So, its important to work with a