We've spent a lot of time talking about what it's like to be a financial advisor. Now, let's talk about what it's like to be a cleint of Premier Advisors.
Now that summer is in full-swing, let's take a look at how retirement planning is like growing a garden.
This week, we'll determine the quality of your financial health. We'll also explore the meaning behind the fiduciary standard and the importance of legacy planning.
Navigating the world of annuities can be a tricky task. There are several different types out there, each with their own pros and cons. Todd and Marty will help shed light on what you should know about annuities.
Many folks have a favorite game show that they enjoy. Unfortunately, some people have turned their retirement planning into a game show, and that’s not a good thing.
In retirement planning, there are many things that are completely out of your control. Fortunately, the things that you can control allow you to deal with those things you can’t. We'll also take some time to explore the retirement airport.
Be careful of making assumptions in retirement planning before you know the facts. Some of these assumptions could be correct, but they could just as likely be wrong.
This week we'll give you our take on what's overrated and underrated - both in and out of the financial world. We'll also analyze the ins-and-outs of 401(k) rollovers, and give you some starting steps for planning your retirement.
Sometimes people have some wishful thinking when it comes to their retirement planning. Let’s talk about some of the things that people might think will be true, but could actually just be wishful thinking…
How is planning for retirement like going to the grocery store? Let's make sure that you can spend your retirement money with confidence.
It’s often said that the average person spends more time planning vacations than planning retirement. So we’re going to trick everyone into planning their retirement by pretending like we’re planning a vacation. Here’s a list of what we need to think about.
What can we learn about retirement planning from the jerseys that players wear while playing different sports? We will also discuss financial planning for future generations.
From time to time, we like to take quotes from famous quotable people and turn those quotes into financial wisdom. Yogi Berra is one of those very quotable people who can actually teach us some financial lessons if we’ll just look through the right prism.
Many famous quotes weren't intended to be about finances, but there's plenty of retirement planning wisdom that can still be found in them. We'll find some unlikely wisdom from celebrity quotes.
We'll help you avoid some common income planning mistakes, as well as give you some reality checks about your retirement.
Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. Let’s look at the ways to proactively deal with the stress surrounding the retirement process.
Some people in the financial media like to make apocalyptic predictions about certain aspects of the economy and stock market.
As you watch the NCAA Tournament this year, there are a few retirement planning lessons that you can learn along the way.
The old saying goes, “Smart people learn from their own mistakes. Geniuses learn from the mistakes of others.” Let’s look at some of the regrets that we hear from people who wish they’d made different financial decisions so that others can learn from those mistakes.
Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Let’s talk about some of the situations where people might be inclined to take the immediate benefit, when they should really consider the delayed benefit.
Lots of people have questions about their retirement. But most people should be asking other questions that they don’t know to ask. Some of these questions may revolve around required minimum distributions.
Everyone makes mistakes. What matters is how you bounce back from those mistakes. It's no different with finances. Jason and Tony will detail how you can come back from some common financial mistakes.
We often hear people express similar complaints about their financial situation. Are most of these complaints legitimate, or are people focusing on the wrong things?
It’s usually not hard to come up with ideas for New Year’s resolutions—things like exercising more, eating healthier, reading more books, or getting more sleep. The key is HOW you’re going to make those things happen. And it’s no different with financial resolutions. We'll tell you how to achieve some financial goals that you could set for yourself this year.
It's no secret we all want financial independence, but what does that mean? We'll tackle what it means to live freely in retirement.
A retirement plan has a lot of moving pieces - it's easy to slip up and make a mistake somewhere if you are doing it all by yourself. Unfortunately, even the tiniest mistake in retirement planning can turn into a huge headache down the road. We'll go over some of the most common money mistakes and how to avoid them.
Just like a pilot going through his pre-flight checklist before takeoff, it’s important that you go through your pre-retirement checklist before walking away from a paycheck. One particular item to highlight on the checklist: income planning
As the year winds down, it's important that you have someone rebalance your portfolio. Let's take a look at what that entails. We'll also go over some influential moments in the history of the market that could be a factor in how you invest and think of money.
With football season in full swing, let's see how concepts from that sport can also relate to your retirement. Todd and Tony will discuss what to do when you find yourself in the red zone, to make sure you don't fumble away your retirement. They will also discuss the risks that come with investing in bonds.
There are many types of personalities out there when it comes to financial matters, and most of our listeners will fit into one of these classifications. Hear how we can design a plan that fits your personality. Later, we'll cover social security myths and spend some time on the retirement golf course.
Once you factor in Thanksgiving, shopping that needs to be done, holiday parties to attend, and travel that you’ll be doing...it will seem like the end of the year will be here sooner than you thought possible. So let’s talk about the financial matters that might need to be on your end-of-year checklist. One possible new year's resolution would be too catch what's in your retirement planning blind spots.
The stock market has been dealing with some volatility recently. What could it mean for your retirement portfolio? Jason and Marty will also help you avoid rookie mistakes in financial planning
Just like a pilot going through his pre-flight checklist before takeoff, it’s important that you go through your pre-retirement checklist before walking away from a paycheck. One particular item to highlight on the checklist: income planning.
Retirement is a lot like a marathon. Let's discuss how to prepare for the longest run of your life. We'll also talk about handling major life events to make sure that you get through your retirement as smoothly as possible.
Let's think of your financial advisor as your financial therapist. We'll discuss some scenarios where it’s almost inevitable that a talk with your advisor seem like a counseling session. Maybe your financial therapist can help you with your 401(k) mistakes.
For anyone being forced into retiring earlier than they planned (or at least being presented with that option), we’ve found that there are often some common questions that they’re asking. To help consider these questions, we'll go over some financial warning signs.
Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs.
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. To help make that right call, we'll discuss reading the fine print on several investments.
In some ways, retirement planning was easier for past generations. Let's take a look at how planning has changed through the years.
We'll evaluate some rules of thumb and see how Marty and Jason go against the grain of the financial industry.
Let’s talk about some of the common ways that people get in their own way when it comes to financial planning. To make sure you don't get in your own way, let’s lay out the priorities you should focus on during your last decade of earning a paycheck.
Let's play a game of agree or disagree. Let's see what the team thinks about several financial opinions that we'll throw their way.
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize your inner voice of greed.
Let's learn about some of the landmark ages in retirement planning, as well as why life insurance might be a good fit for your needs.