Posts tagged Invest Wisely
#190 - How much you should have saved for retirement by now

Comparison is important to keep us on track with our goals but when we put all of our focus on our performance v.s. someone else's performance...we often become unhappy. Regardless of where you are in life or how much you have saved for retirement, comparison could be the death of joy. Listen to this week’s episode to hear my thoughts on how to stay on track without letting go of your joy.

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#172 - Building A Strong Foundation For Your Retirement Investments

Today we will look at why maintaining a strong investment foundation is so important as you enter retirement and what steps you can take to build it.

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#94 - Simple Year End Tax Strategies That Could Pay for Christmas

In this episode I’ve got a ton of great things to share with you - everything from a super announcement about our second annual “Retirement Plan LIVE” event that will be going on, to a quick definition and discussion of capital gains and dividend distributions, Christmas planning and tax savings, a conversation with a great guest, Emily Birkin, and a smart sprint tip that involves time travel.

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#28 4 Strategies for Beating Retirement Planning Stress [Podcast]

Stressed about planning for retirement??? You're not alone.  Most of us (including me) freak out when we look at what it could take to provide for our family in retirement. Don't believe all the statistics; you can take control.

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Do You Make These Mistakes When You Invest? [Podcast]

In this week's episode, I speak with Weston J. Wellington a Vice President with Dimensional Fund Advisors about how you can make smarter investment decisions and possibly improve your investment success. Mr. Wellington is an expert in behavioral finance and investing with over 35 years of experience in the investment industry.

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How to Plan Your Walt Disney World Vacation with Lou Mongello [Podcast]

If you’re planning on visiting Walt Disney World this year, you’re going to love this week’s podcast. I speak with Lou Mongello, an internationally recognized expert on the Walt Disney World Resort.

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Finding a Financial Advisor: 15 Questions to Ask a Financial Advisor Candidate [Podcast]

In this special mid-week edition, host Roger Whitney gives you a framework for how to interview  financial advisor candidates and 15 questions you should ask to help choose the right one.

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#2: How to Use Your Net Worth Statement to Manage Your Financial Life [Podcast]

Do you struggle to make financial decisions because you can't get a handle on all the complexities of your life?  In this episode's PLAN WELL segment, I show you how to use a net worth statement to make more informed financial decisions.

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Stop Reading Stock Market Forecasts and Learn to Invest Wisely

When the stock market plunged in 2008, it scared a lot of people. Since then these same people have been looking around every corner for the next stock market drop. That's one reason stock market forecasts are so popular.  And it's usually the most extreme forecasts that get the most attention.

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