retirement planning

Episode #13: The 9 Irrational Investment Behavior Biases Hurting Your Financial Decision-Making

Most investors are just not very good at investing. But why is that? It turns out that there are quite a few psychological biases that cause people to make irrational decisions about their investments, even when they know better. Find out which of those biases you might be falling victim to and learn how to guard yourself against irrational investing behavior.

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Episode #12: When Stocks Drop – Understanding Market Corrections

Like the weather, the stock market experiences highs and lows – sunny days as well as gloomy ones – and the forecast can change at any given time. But even in weeks when storms seem to be unceasing, we can usually count on brighter days ahead. That’s why it’s important to keep market corrections in perspective.

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Episode #11: Client Personalities – Which One Are You?

The Do-It-Yourselfer. The Ostrich. The Gambler. The Model Citizen. Are you one of these types of clients? On this episode, we’ll take a look at all the different types of personalities that walk through Scott’s door and the unique challenges they face.

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Episode #9: How To Hire The Right Financial Advice-Giver

When you’re hiring a financial professional, you need to be careful that you’re finding the right advice-giver. Not all advisors are made the same. On this episode, Scott will detail the difference between a fiduciary advisor and one who only adheres to the suitability standard. We’ll also cover the important questions to ask a prospective financial professional and tell you how to do a background check on your advisor.

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Episode #7: Holiday Ham & Running Out Of Money

For years, Scott cut off the ends of the holiday ham. When his wife asked him why he was performing the odd task he didn’t have a great explanation. It was just because that’s how grandma did it. So he set out to discover why she used to cut off the ends of the ham and, of course, it led him to a unique way to analyze some old retirement planning assumptions.

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Episode #6: Annuities – The Good, The Bad & The Fine Print

It’s almost like a bad word. Be careful if you utter the word “annuity” to some financial advisors. Some love them. Some loathe them. What should you think about them? Scott will break down for you the good, the bad & the fine print of the different types of annuities on this week’s show.

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Episode #4: Don’t Listen To Misleading Marketing

You need to know something. There are some really crafty marketers in the financial business. And good marketing doesn’t always equal good planning. Scott will gives us some examples of these savvy marketing techniques that might have caught your eye recently and how you can avoid being distracted by these strategies and focus on getting a solid plan instead.

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Episode #3: CAN Risk

Risk tolerance can be divided into three main concepts: Capacity, Attitude, and Need. In this episode, Scott discusses his unique process of determining your level of investment risk, which was recently featured in an article in Kiplinger Magazine.

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