It can be overwhelming to make big financial decisions and unfortunately, oftentimes we get tunnel vision. Today's episode provides thought provoking examples and tactics to help us envision our entire financial picture. 

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

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What is risk? When people talk about risk, typically what they're talking about is a risk of loss. Today’s episode provides an alternative perspective concerning the risk management of an investment portfolio. John Prather, CFP® and Marcus Esposito, CFP®, ChFC® discuss diversification of a portfolio across asset classes and within asset classes to encourage better investment decisions.

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

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Preparing for a medical residency is both exciting and nerve-racking. Since you are paid during training, it is important to be intentional about the cash flow management and spending habits you build during your training years. Those habits tend to follow you into your career. On this episode, Cooper Smith and John Jordan discuss ways to manage cash flow during residency.

Click this link to download our expense worksheet and use it as resource to help you stay on track with your finances as you navigate transition into residency:

LongView Planning Partners (longviewpp.com)

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

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Economic Bubbles are simply described as a financial boom and bust. We can learn from disastrous bubbles such as The South Sea Bubble, The Florida Land Boom, The Mississippi Company, The Dotcom Bubble. In this episode, we are joined by Global Market Strategist, Brian Levitt, to discuss and dissect the anatomy of a bubble.

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

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As we head into the new year, this episode discusses goal setting. Our guest, Jerry Corless discusses how his goal setting principles have shifted in his 20 years of tracking the tactics associated with his goals.

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

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Looking back on events or situations allows us to have a clearer understanding of how things could have gone better. In this episode, Dr. Craig Moffett, a young practicing physician, offers our listeners still in training some practical suggestions for personal and professional growth.

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

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We aspire to improve the lives of our clients by helping them reduce their financial stress and accelerate their path toward financial independence. Today we discuss evolution of the financial services industry, its impacts on our clients and our practice with two CFP® whose careers span a combine 70+ years,  John Prather and Tim Sinks. 

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

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Reading the tax code is does not typically make the “to-do” list. Thankfully, in today’s episode, we are joined by CPA Amanda Angle who provides a few tactics that may be helpful for our 1099 contractors to implement.

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

LongView Planning Partners is a registered representative and investment adviser representative of MML Investors Services, LLC. (MMLIS) Member SIPC. LongView Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office located at [12 Cadillac Drive Suite 440 Nashville, TN, 615-309-6300]. MMLIS Registered representatives do not provide tax and/or legal advice. The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional. Not tax and legal.

LongView Planning Partners is a registered representative and investment adviser representative of MML Investors Services, LLC. (MMLIS) Member SIPC. LongView Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office located at [12 Cadillac Drive Suite 440 Nashville, TN, 615-309-6300]. MMLIS Registered representatives do not provide tax and/or legal advice. The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional. Registered representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

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Before deferment ends, it is critical to create a debt repayment plan to meet your student loan obligations. Although creating a debt repayment plan is a tedious project, this episode helps you identify where to begin when thinking about repayment.

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

Read our article to learn more about this topic: Federal Student Loans - Income Driven Repayment Plans 

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Planning successfully is about achieving the goals one desires. With this, keep in mind, in planning we cannot lose sight of the bigger picture. Debt can be very emotional, and today's episode highlights key considerations for managing debt within the context of a plan. 

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