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Ryan and Alex discuss what to think about when getting divorced and possibly remarried. Many people also deal with the death of a loved one. What happens with the finances in a second marriage? It can be complicated depending on the situation. Open communication and planning can make things much easier!
Ryan and Alex discuss an article they found in Kiplinger. They go through the article and cover the 10 items in detail. We tend to agree with most of them but it turns out to be different for everyone.
https://www.kiplinger.com/retirement/602262/things-youll-spend-more-on-in-retirement
Andrew and Ryan discuss why patience is so important and how impatience may cause problems in multiple aspects of life.
Andrew and Ryan discuss the article “New Insights from the Science of Awe,” written by David Fessell M.D. from Psychology Today.
https://www.psychologytoday.com/us/blog/unlocking-your-potential/202112/new-insights-the-science-awe
Ryan, Alex, and Andrew discuss the role of a trustee in estate planning. This person/entity is in charge of your estate when you are no longer here. Being trustee is a lot of work! Closing out an estate can be very complicated and there are a lot of factors that go into the decision making. We think its best to work with a team that can assist you. They also cover some common mistakes they have seen in their experience.
Alex and Ryan discuss the topic of money and happiness. They revisit the article from the Time's from Can Money Buy You Happiness? Part 1. They have a interesting and deep talk on the subject.
https://time.com/collection/guide-to-happiness/4856954/can-money-buy-you-happiness/
Ryan and Andrew discuss the topic of money and happiness. They read an article from Time that was interesting and have a deep talk on the subject. This is part 1 of a 2 part series.
https://time.com/collection/guide-to-happiness/4856954/can-money-buy-you-happiness/
Ryan and Alex have a discussion about how to teach kids about money. Whether you’re a parent, grandparent, uncle, or friend we can all help. Kids don’t get educated at school much on this subject. Get a head start and help kids learn about money. They don’t want to start learning about it once they graduate college as an example.
Alex and Ryan discuss 3 key points to think about when it comes to your personal finances. The 3 points include keeping your goals in mind, learning to distinguish wants from needs and always pay yourself first.
Alex and Andrew discussed the difference between Medicare and purchasing insurance through the open marketplace.
From the publisher's feed
As financial planners and business owners, we will discuss many topics. Our goal is to educate listeners on specific financial topics as well as conducting interviews of other business…