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As we celebrate Thanksgiving and the holiday season, have you found yourself expressing thanks for those who provide financial leadership in your life? If not, perhaps it's time to explore why and whether you're getting enough value from your relationship with your financial advisor or other advice-givers. On this episode, we'll explore some of the top reasons you should be thanking your financial advisor.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
If you are interested in learning about the stock market, this is the episode for you. Today we will help you level up your financial knowledge so hopefully, you'll be able to level up your investments, too.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
As we approach the end of the year, saving money on taxes becomes a bigger focus for many people. But let's broaden the scope for this particular episode and focus on some of the most common retirement planning questions about taxes. We'll talk about mistakes to avoid and how a proper plan can make a significant difference in someone's tax savings.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
At this time of year, you can find football on TV almost every night of the week. So, let's take some concepts from the game of football and apply them to our retirement planning.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
We will be answering some mailbag questions that have come into the show. We will be discussing Roth IRA conversion considerations, using social security to pay down the house, and different strategies you may be able to implement when saving for college.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
There are plenty of decisions that you'll make in the retirement planning process that can't be undone, so you want to make sure that you make the right call. In this episode, we'll explain why these decisions are so important and can't be undone.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
There are many things that we know we'll have to deal with in retirement, we just don't know how to predict when or to what degree. How do you construct a plan that deals with the unpredictability of these different factors?
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
You've most likely heard plenty of "rules" you're supposed to follow to retire successfully. Some of these rules are stated so confidently, you'd be crazy not to immediately accept them as fact. But we don't mind the threat of being called crazy, so let's dive into some of the most popular retirement "rules of thumb" to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
On today's episode, we will sit down and answer some email questions. This time around we will discuss diversification in your portfolio, the rate of return on your investments, and when you should hire an advisor.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
It's no secret the stock market is in turmoil. We're in a bear market and the R-word (recession) is getting thrown around daily. So, what can you do to survive bear markets like the one we're in now? We've collected advice from various commentators and "experts" from across the country.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
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