The financial world is filled with a lot of terms that can make it difficult for many people to navigate. On this show, we'll be discussing the differences between an advisor and a planner. We hope that this can help clear up any confusion you may have had with these two terms.

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It does seem like anyone can call themselves a financial advisor these days. So how can you sort through the different levels of qualification in the industry? On this episode, we’ll try to explain some of the most common designations you’ll encounter on your financial planning journey.

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When it comes to your money, you might have several different voices in your head—maybe the voice of greed, or the voice of fear, and sometimes the voice of wisdom. Let’s look at some things we might hear from the voice of greed so you know how to recognize it when you hear it.

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There are certain things in life we just can’t predict. If we knew the answers to some of these questions, planning for retirement would sure be a lot easier. So let’s see how you go about constructing a plan that addresses the kinds of questions to which you can’t possibly know the answers.

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We all should realize that planning for retirement is relatively complex. There are a lot of different moving parts and factors to consider. Adjusting any of these variables can impact the end result. But is there one part of the retirement planning process that’s most important? We’ve assembled several opinions on the topic from across the internet. Let’s see if the advice hits the mark or needs further exploration.

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To kick off the new year, we answer some listener questions that have come into the show. We will discuss the concept of phased retirement, what perctange of your income you should put away to retire on, and considerations you should take into account if you want to retire early.

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You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year.

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We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not providing guidance in other areas. Let’s talk about some of the things that your advisor should be doing.

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214-988-9178

To successfully complete a jigsaw puzzle, there are some strategies that you’ll want to keep in mind. And many of those same strategies apply to retirement planning.

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214-988-9178

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world.

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Website - https://www.brindleandbay.com/

214-988-9178