Apr 18, 2024
Financial planning is always important, but it’s especially crucial when health issues arise. A well-built plan allows you and your family to focus on health and family connections, without worrying about the day-after. How can you make sure you are setting yourself up for a smooth transition of wealth to your...
Apr 11, 2024
Are You Overlooking the Importance of a Financial Plan?
When was the first time you spoke with a financial planner? Let me tell you about a retired couple who I met who had never spoken to a financial planner before. The couple's lack of understanding about the role of a financial planner and the way their...
Apr 4, 2024
Learn how to handle those pressures correctly, allowing you to build a financial portfolio that suits you perfectly.
Here are some key points discussed in the show:
1. Understand your investments: If you find yourself investing in products you don’t...
Mar 28, 2024
Are you considering investing in real estate? Or perhaps you already have real estate investments in your portfolio? If so, it's crucial to understand the potential risks and challenges that can arise. The following stories of two individuals who encountered unexpected scenarios with their real estate investments...
Mar 14, 2024
Financial planners frequently meet with folks who want to invest for growth. After all, who doesn’t want to see their portfolio grow? But, growth also means capital gains tax. Are there any investments that encourage portfolio growth but have limited tax liability? On today’s show, Doug answers a listener question...