Sep 8, 2022
What happens when your financial planning backfires or doesn’t account for the worst-case scenario? Harold Evensky is a Certified Financial Planner ® who has some evergreen advice for investors. Harold meets with many investors who share the trait of being overconfident in their financial decisions. He explains how...
May 19, 2022
Periods of high inflation are tricky for investors because people don’t know how much their dollars will be worth in the future.
Today, Doug talks about the two main myths about how to invest when inflation is high:
- Buying gold – Some people believe that the price of gold goes up during periods of high...
Mar 24, 2022
What are the steps you need to take before retirement?
What are the critical things you must do before you clean out your
desk at work?
Hopefully you’ve accumulated a significant amount of savings to supplement your pensions before you retired.
But how that money is invested may be even more important than the fact...
Feb 17, 2022
What do you need to do to have a financially successful retirement?
Even if you’re lucky enough to receive a work and/or government retirement pension, chances are it won’t cover all your expenses. That is why folks increasingly depending on their investment portfolio to sustain their retirement.
Have you set up...
Dec 2, 2021
What are your unanswered questions about creating a retirement plan?
Today’s show features a listener’s question about what he needs to do to create a retirement plan and create a long-term retirement strategy.
Retirement planning is not “one size fits all.”
Financial situations are often complex and intertwined...