Financial Nuggets

In this episode, Michael talks through the definition of safe through data and our feelings. How does investing compare to driving a car or flying in an airplane?

Many conflicts are going on across the world today... In this episode, Joe covers how stock markets perform during times of war and how you, an investor, should think through your money in turbulent moments.

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In this episode, Michael discusses the upcoming election and what it means for your investments. He also discusses strategies to help alleviate concerns for your portfolio.

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Open enrollment is right around the corner, so Michael talks through a couple quick strategies to think through as operators.

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In this episode, Michael details the latest updates to the GIOA 401k plan. He discusses the fee structures and the payroll integration which makes the operators life incredibly easy.

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In this episode, Joe wraps up our retirement series by tying in the last few podcasts. Joe discusses some of the tools we use to help clients understand different situations and strategies to see the impact of their decisions that will be made in retirement as well as evaluate situations are are out of our control, like taxes.

Ultimately, how can we, as advisors, be as efficient as possible with your dollars to provide the maximum amount of confidence?

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In this episode, Michael walks you through how you can still turn your keys in for retirement even during a market meltdown. 

Also discussed : 
- How long does it take markets to recover?
- How should your portfolio be built to withstand meltdowns
- 3 keys to ensuring success

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In this episode, Joe discusses why cash is so important in retirement, and how it can actually increase your rate of return. He also discusses which investments are truly liquid in retirement vs which ones are perceived to be liquid.

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In this episode, Michael begins detailing the intricacies of life after turning in your keys... retirement. What should you consider after you've turned them in? What about when you're getting close to turning them in? And what if you're still years or decades away?

4 Rules to Retirement Planning

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Michael discusses the top 5 financial to dos for operators to accomplish when they are selected or within their first 12 months of being an operator
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