Does your plan have an Achilles heal or a fatal flaw that exposes it to extreme risk? Even if it “feels safe” there are no certainties in planning. Here is a better way to live. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard I want to make wise financial decisions through the lens of flexibility...
Fear is powerful. It works in politics as you've seen in your mailbox, commercials and even kids' YouTube videos for these mid-term elections! C'mon! Here's how it plays out in the financial world. Be careful friends. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Get a Dynamic Financial Plan...
Let’s talk about the most boring meeting of the year… sounds thrilling, right? But, if you can fight through it… it can make a difference. I believe in you. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard I May Be Asleep After Listening, But I Still Want To Meet About Open Enrollment/Insurance...
We’re all looking for a way out. Whether we’re throwing money away at the lottery or gambling with the stock market, we all want a quick fix. Wouldn’t you rather build an intention plan that lasts instead? Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Learn A Billion Dollar Lesson & Build a Strong Plan...
When you know this much about market timing you’ll be prepared to… never trust market timing again. But thankfully there is a better alternative that will give you full confidence. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Create a Strong Financial Plan...
Don’t let the market drop have power over you. Learn how to assess your risk and be ready for anything that could hit. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Get Help & Understand Your Risk Level Before The Next DROP...
We are living in a remarkable time. We’re experiencing the longest bull market and the lowest unemployment rate, which makes us wonder when is this going to end? Let's make sure you’re in a position that when the economy turns south, you’re still doing well. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Let's Talk About Your Financial Future...
We’re experiencing a tight labor market, and this means great opportunity for everyone. Wondering how you can drive your wage up significantly in a tight labor market? Curious how long you need to keep working before retirement? Read on. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Meet With Our Team & Get Practical Advice...
The market isn’t good or bad, it’s just up or down. Financial success comes when you build a plan that works regardless of the market. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Learn How to Build a Financial Plan that Works in Any Market...
Save for college, retirement, and the future in the most efficient way. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Learn How to Prevent Student Debt Together...
How can I protect my credit from hackers, social media giants and other data breaches? Follow these easy steps to keep your credit file safe. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Learn How to Prevent Student Debt Together...
Why is predictive analysis so dangerous? Is there a different way to plan for your future? Learn the best way to approach retirement without adding anxiety, fear or stress to your life. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Learn How to Prevent Student Debt Together...
Saving is vital and should be started as early as possible, but there’s never a reason to sacrifice all fun and whimsy when planning for your dreams. Here’s how I build in fun and spontaneity for my clients. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Learn How to Prevent Student Debt Together...
A college degree is sought after and valued in American society, but at what cost? Here’s how to talk to your kids about the true costs of tuition and how they’ll hold up their end of the bargain. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Learn How to Prevent Student Debt Together...
Let’s explore the fancy window dressings of investments like bitcoin, fomo and why you shouldn’t be a slave to investing trends. Ask Us Any Question
When disaster strikes, don’t let determine your preparedness by the number of bottles of water you have. We’re exploring homeowners insurance and my mistakes about policy coverage. Ask More Than Money
All good things—robust housing market included—must come to an end. We delve into the housing market and discuss scenarios for every homeowner and aspiring homeowner. Ask A Question
It’s black and white— your advisor is a fiduciary or they’re not. We're going to explore the importance of fiduciaries and Merrill Lynch's recent change of heart on the subject. Ask Any Question About Life and Finances
The number one reason people sit down with our team is they need investment advice. But investment knowledge is just the start of success. Ask More Than Money a Question
Going with the flow sometimes is great. When your retirement planning is strategy is go with the flow, we need to talk. Today we discuss auto-enrollment & why it doesn’t work. Ask More Than Money a Question
Let's talk about planning for the drop and how this record-breaking news impacts you. HAVE NO FEAR! There are ways to set yourself up for retirement success. Ask More Than Money A Question
One of my biggest pet peeves is financial companies abusing its customers. Behemoth institutions preying on and exploiting the vulnerabilities of the public is unconscionable. The blatant abuse of power is more common than you think and we're going to explore its root cause and how to protect yourself. Ask More Than Money Any Question Now
The Wall Street Journal recently published a groundbreaking article detailing the current state of pensions in the U.S. Just because you don’t have a pension doesn’t mean you’re not a part of the conversation. Believe me when I tell you that what’s going on in pensions is a microcosm of what’s going on in personal finance and retirement planning. It’s time we all shift our mindset into high gear and expect the unexpected.
Lainey's father recently passed away and left her with his IRA. How should she go about transferring that?
Kids, they grow up so fast. Tran is to truly feel this when he opened up a college saving plan for both of his kids. He asks Chris how aggressive he needs to be with these plans.
Will is a recent graduate and is just stepping into the workforce. His first job doesn't offer a 401k, but where should he be opening his own IRA?
Kimberly asks how should her and her family plan for the future when it comes to inheritance.
Julie asked, "Is it more beneficial to sell her house or turn it into a rental property for the future?"
Every week on WSB Radio Show, I get to answer some of the questions you have sent in on our lightning round. Here is a question for Charlie about whether to follow his parents' wishes or do what is best for him financially?
In this episode you'll learn: The challenge in today's market-driven retirement. How to retire in the new reality of retirement. The value of getting a financial coach, a financial strategy, and taking it home! Ask Chris Burns Any Question
