Finance In A Flash

On this episode of Finance In A Flash, Nick & Erin discuss a very important topic in the Financial Planning world: Debt. They discuss a variety of questions such as; What is considered good debt or bad debt? Which type of debt should you pay off first? When you should look at refinancing your home, and much more!

If you want to learn more about us or our company go to BeaconFinancialStrategies.com

On this episode of Finance In A Flash, we talk through cash flow and the enormous impact it can have on your retirement plan. To help walk us through this important topic we bring back our tax and planning expert Erin Campbell. Throughout this episode we discuss the three phases of retirement, common cash-flow myths, and much more!

We hope you enjoy this episode of Finance In A Flash and to learn more about us or our company go to BeaconFinancialStrategies.com

On this episode of Finance In A Flash, we discuss one of the most frequently asked questions people have when considering retirement or when they are currently retired; "When Should I Take Social Security?". To help us tackle this important question we bring in Erin Campbell our tax and planning expert!

If you want to learn more about us or the podcast go to BeaconFinancialStrategies.com.

On this episode of Finance In A Flash, Nick and Chip discuss the importance of contributing to 401k's and their benefits. They go through 401k frequently asked questions, tax benefits of 401k's, and have a quick discussion on how you should view investment options within your 401k plan.  Chip and Nick then discuss what you should do if you have an old or inactive 401k plan and whether or not you should consider rolling it over to your new 401k plan or roll it over into an IRA. Lastly, always remember to check your beneficiary designations on your 401k plans!

In this episode of Finance In A Flash we have a little bit of a different format for you. Chip Hymiller will be interviewing our host, Nick Faulkner about a variety of topics such as why he got into the financial planning industry, what he has learned through this pandemic, his personal interests, and much more!

Again, thanks for listening, and if you want to know more about us or our company go to BeaconFinancialStrategies.com.

In this episode of Finance In A Flash, Nick & Chip discuss one of the most used phrases in all of finance, "The Market".

What are people actually referring to when they say things like; "The market is crashing today!", "The market is down 1000 points", or "Stocks are soaring!"? Nick and Chip unpack the different indexes people may be referring to when they mention "The Market" and why you shouldn't always correlate the performance of "The Market" with your overall portfolio.

If you want more information on our podcast or our company, go to BeaconFinancialStrategies.com.

On this episode of Finance In A Flash, Nick & Chip explain what Donor Advised Funds are, and how they can be used as a charitable gifting strategy. 

If you want to learn more about us, go to BeaconFinancialStrategies.com

On this episode of Finance In A Flash, Nick and Chip discuss a question that a lot of people have been asking during this turbulent time in the market; "Should I adjust my asset allocation?". 

Nick & Chip start with the basics of describing how they think about asset allocation throughout a person's lifetime and then transition into instances where it may or may not be an appropriate time to adjust your portfolio's asset allocation.

If you want to learn more about us, go to BeaconFinancialStrategies.com!

On this episode of Finance In A Flash, Nick & Erin take a deep dive into Roth conversions. They start with the basics by defining what a Roth conversion is and then transition into deeper topics by describing different scenarios on when it makes sense to use this strategy!

Thanks again for listening to Finance In A Flash, and for information about us go to BeaconFinancialStrategies.com

On this episode of Finance In A Flash, we introduce another member of our staff at Beacon, Erin Campbell. Erin is a principal and a co-founder here at Beacon, who also has her CFP & CPA designations. 

We discuss the advantages of having a tax professional on your side and the possible pitfalls people may face when doing taxes themselves. For some people doing your own taxes may make sense if you are in a simplified circumstance, but for those in more complex situations, they may require a greater need, which we discuss in detail during this episode.

To learn more about us or Beacon, go to BeaconFinancialStrategies.com