The Life Planning 101 Podcast
Episodes
Monday Feb 01, 2016
Monday Feb 01, 2016
1934 Great Depression1935 Spanish Civil War1936 Economy Still Struggling1937 Recession1938 War Clouds Gather1939 War in Europe...
Monday Jan 04, 2016
Monday Jan 04, 2016
There is a lot of controversy around annuities. Some advisors use them as if they were a cookie cutter for every client and some advisors despise all of them. Then, there are the majority of advisors that either fall somewhere between these two extremes or the solution-based advisors that use them when they see fit. So, what is the real story with annuities? Why do the extreme viewpoints exist? And, what is right for you?...
Monday Oct 12, 2015
Monday Oct 12, 2015
Warren Buffet said, “Risk comes from not knowing what you’redoing.” Isn’t it interesting that the same could be said about “Fear?” Everyone has a slightly different relationship with risk. We are the sum total of our experiences or lack of experiences which have led us each to a precise point in life. Some of us thrive on risk. Some of us do everything we can to avoid risk.And the majority of us are somewhere in between this million mile range...
Monday Aug 31, 2015
Monday Aug 31, 2015
If you thought the market was going to keep climbing steadily without any hiccups, I am sad to say that’s what we call a pipe dream. We all wish this dream could be a reality, but the reality is market volatility is normal and what we have experienced in the market since 2011 is not normal...
Monday Aug 17, 2015
Monday Aug 17, 2015
You may have heard that a confused mind says “No.” So today my goal is to simplify investing so that you can perhaps say “Yes.”
There is no doubt that investing in today’s world is complicated. It is no longer “just” stocks,bonds and cash. In fact, on a broad spectrum we look at 49 different chassis for investing. Yes, 49…and that is only the beginning.