Jul 18, 2014

I plan that Friday’s show generally be a Q&A show and today, I planned to answer two questions: one about planning for long-term care needs and the other about what to do with a less-than-stellar 401(k) plan. Unfortunately, I was really only able to answer the first one. But, I hope the answer will provide […]

Jul 17, 2014

Many times people ask me where to start with the process of financial planning. Today’s show answers that question. If you were assigned to take over a failing business and you wanted to turn it around, you would begin by answering two questions: Why does this business exist? (Purpose) Where is this business at?...

Jul 16, 2014

Would you like to know what stocks, bonds, and derivatives actually are and how they actually work? Listen to today’s show to build your foundational knowledge so you’re not fooled by faulty analysis of markets. Join us as we discuss: Real assets vs. financial assets (all wealth comes from real...

Jul 15, 2014

Today we have an interview with Jake Desyllas, author of “Becoming an Entrepreneur: How to Find Freedom and Fulfillment as a Business Owner” and host of The Voluntary Life Podcast. The primary interview is about entrepreneurship and how entrepreneurship is a really valid–if not the most effective–way to purse...

Jul 14, 2014

In today’s show we use the CFP Board’s “Job Task Domains” to frame the financial planning process as a helpful template for DIYers or as necessary information for financial planners. This framework and template is a comprehensive guide to the financial planning process, which is the method employed to get...