Stock Seller’s Remorse
Do you have seller’s remorse? If you sell a stock and then regret it later, this might be you. We love talking about the behavioral side of finances and investing, and today’s show is all about that.
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The Four Stages of Retirement
Today we’re talking about the four stages of retirement. We want to break it down in an easy-to-understand way to help you prepare for this huge milestone in life.
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Peanut Butter and Expense Planning
Our entire episode today is based on a meme that says: “You haven’t experienced true heartbreak until you’ve measured out a single serving of peanut butter.” It can be pretty depressing to see how what 200 calories of peanut butter really looks like, but we’ll tie it all into expense planning on today’s show.
Read MoreWhat are the Pros and Cons of I Bonds?
Have you heard about the new popular investment I bonds? What are the pros and cons surrounding these bonds and are they the right fit for you?
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The State of the Markets in 2022
Today’s show is a special edition. We recently held a webinar with other financial advisors to talk about the state of the markets in 2022. We’ll get you up to date on stock market volatility and provide some perspective on the economy.
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