Most of us have very little experience with inheritances. Would you even know what steps to take after receiving money, or property? Today we’ll identify the mistakes people make when preparing an estate plan and what you should do if you receive an inheritance.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

How often do advisors see certain situations? Are you alone in your questions or are they common scenarios? Matt will speak from his experience and tell us how frequently he has observed these circumstances throughout his career.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans. Part of this discussion will also include the SECURE Act and how it may affect your retirement plan moving forward.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. David will take a look at a few of these assets and discuss why it is important to not overlook them.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

We discuss some of the big ticket items our country is facing in 2020 and what if any impact it may have on our financial situations.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

We take time on this week's podcast to answer questions from our listeners that we have received from our mailbag.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. If you’re going to be working with a financial advisor, make sure they’re pushing you to address these kinds of topics.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100

Since it is the holiday season, our topic for today's show revolves around financial stocking stuffers. Mike will be given different investments and decide if it should go to people who have been on the naughty, or nice list.

Important Links:

Mach 1 Financial Group Website: https://mach-1financial.com/

Phone Number: 479-876-2100