Bite Sized Finance

In this episode, Ed Criuckshank, CFP and Martha Conlon discuss the legend of Achilles. Does your portfolio have a similar weak spot or vulnerability?

Click here to learn more about Achilles on the History Channel.

Warren Buffett said, "Someone is sitting in the shade today because someone planted a tree a long time ago." We think of Compound Planning the same way we think of the power of investing in its compounding. Over time the multiplying of your money is powerful. In the same way, the actions that you take over a long time in your planning, saving and investing adds up significantly.

In this episode, Rob Morrison, CFP and Ed Cruickshank, CFP talk about the power of compounding.

Albert Einstein called it the eighth wonder of the world and with good reason. Listen to this latest conversation about what compounding is and why it is so important and powerful.

In this episode, Rob Morrison, CFP® interviews Huber Financial's Founder and CEO Dave Huber, CFP® about some parallels between investing and white knuckle flying.

Rob Morrison, CFP® and Kim Drake, CFA have another discussion about higher education costs. This episode focuses on getting your child involved in the financing discussion.

Links to resources mentioned in the podcast:

Make Your Kid A Money Genius (Even If You're Not): A Parents' Guide for Kids 3 to 23 

By: Beth Kobliner

Click here to find out more about the book on Amazon.com

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

 

 

 

 

 

 

Episode Links

Amazon.com - Fiske Guide to Colleges 2018 34th Edition 

The College Solution - A college-planning website by Lynn O'Shaughnessy.

http://www.thecollegesolution.com/

FAFSA - Department of Education: Free Application for Federal Student Aid

https://fafsa.ed.gov/

CSS/Financial Aid Profile

http://css.collegeboard.org/

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.

In this Bite Sized Finance episode, Rob Morrison, CFP® and Ed Cruickshank, CFP® talk about fuzzy math and how it can affect a client's cash flow during retirement. Which expenses do some retirees routinely overlook in their monthly budgets?

Rob Morrison and Ed Cruickshank look at the difference between market corrections and bear markets. After a great year in 2016, some might be wondering if it's time for a pullback.

 

 

 

HuberFinancial.com blog post - The Ugly Duckling

 

Click on the following link to read the post on Phil Huber's blog, bps and pieces.

https://huberfinancial.com/2016/11/08/a-tale-of-two-investors/