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On this episode, we'll try to pick sides of some important financial debates. From bonds to life insurance, credit card debt to starting Social Security, we'll propose several different topics to see which sides of the debates you and your advisor should probably fall on.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
Do you know what red flags, but also some good signs, to be on the lookout for when you're searching for an advisor to work with as you prepare for retirement? On this episode, we'll give you some red flags to be aware of, teach you how to spot them and illustrate the difference between an advisor who does the bare minimum versus one who goes above and beyond to work in your best interests.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
On today's show, we open up the mailbag to answer some listener questions that have come into the show. We will discuss tax implications when selling an inherited house, considerations you should make before taking social security, and what true diversification is.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
Sure, life insurance is one of the more boring topics to cover on a podcast. And a lot of what you hear is going to warn you why you should NOT get various types of life insurance. But our goal on this episode is to focus on the positive and analyze the reasons why you should get life insurance, or at least consider it. Many people think that once the kids are out of the house, you don't need insurance anymore. But there are some other reasons why life insurance can be a useful part of your retirement plan.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
There are some important terms you're going to come across as you prepare for retirement. Having a basic understanding of these will help you achieve financial success, so we'll cover what they mean and what you should know on today's episode. And don't worry. We won't go quite so far down the rabbit hole where we expect you to be able to explain how a company's P/E ratio meshes with it's Alpha and Beta ratings to determine how much stock you should buy.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let's talk about some of those questions and why you need to have a better answer than just a guess…
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
After listening to today's episode, you'll never attend another baseball game with the family and look at it the same way. We're going to show you how taking some of baseball's most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let's take the financial field.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
We dedicate this show to answering some listener questions that have come into the show. We will discuss how to motivate yourself to save for retirement, the risk of holding too much company stock, and if it's wise to sign your house over to your child.
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
On this episode, we'll breakdown a recent CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing, and retirement accounts. Listen to see if you might be impacted by a specific money bias and for strategies to get it back under control.
CNBC Article:
98% of Americans have at least 1 money bias, research finds — and it's costing them (cnbc.com)
Get in touch:
Website: http://mearsmoney.com/
Phone: 661-775-3704
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