Nov 20, 2020
Geno Aureimma has 35 years under his belt as the UConn women’s basketball coach and the level of success he’s reached is unparalleled. You don’t win 11 national championships and put together six perfect seasons without being a tremendous leader. No matter what line of work you’re in, Auriemma’s approach to...
Nov 13, 2020
Is it luck or analytics that drives your financial decisions? Or is it a little of both? Let’s take a look at some planning topics and determine whether we’re playing chess (analytical), roulette (complete luck), or poker (both) with our money.
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Nov 6, 2020
Vanguard recently released its latest report on how Americans
are saving and there are some eye-opening statistics about
retirement accounts. Let’s look through some of the data that stood
out to us and determine what it tells us about how well we’re
utilizing the defined contribution plans.
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Oct 30, 2020
The time has come again to open up the mailbag and find out what financial questions are on your mind. Today we get three questions dealing with variable annuity investments, flipping houses for income, and carry mortgage debt into retirement. Find out what Joel thinks about each of these topics on this episode.
Oct 23, 2020
Financial planning isn’t always an easy process. We often need to address situations that can be awkward for the client. Today we’ll tell you about six of these challenging conversations and how we approach them. Don’t let these awkward planning topics keep you from opening up and taking them head on.