Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
During this episode, we'll examine eight scenarios when temporarily pausing saving for retirement may make broader financial sense.
Having a balanced portfolio is important. But what kind of situation could arise where that plan could backfire on you?
In this episode we talk about the importance of perspective. The key is don't panic and have a plan! Lee and Stan talk about tips and strategies to help you with your finances and the volatile economy and markets.
In this episode we discuss the importance of having a financial and retirement plan, using strategies and then sticking to the plan. You have to trust the process.
When it comes to growing your finances and planning for retirement, timing is everything. In this episode we discuss why sometimes it pays to wait and go over tips and strategies to help you have a successful plan.
In this episode we talk about how you can be prepared for inflation. We go over strategies to help keep your money, your investments and your retirement accounts safe from inflation.
In this episode we talk about the importance of understanding what "Fiduciary" means and how it can impact you.
In this episode Stan and Lee use the football analogy to talk about what it takes for you to have a successful retirement!
In this episode Stan and Lee talk about optimism and how it can affect your financial plans and your retirement plans and goals.
In this episode Stan and Lee talk about what you need to know about having a successful retirement.
What is the driving force behind your financial plans? Do you have retirement plans? In this episode Lee and Stan give helpful tips for you and your financial planning.
In this episode Stan and Lee talk about how the ever changing economy, markets and pandemic are changing the way you need to look at your finances and your financial strategies.
Nobody knows what the election will do to the markets. In today's show Lee and Stan talk about politics and how they can affect your money.
There's a fork in the financial road to retirement. You need to be able to make the right choices for your particular situation. In this episode we discuss the strategies to use and give some helpful tips to help you make the right decisions so you can have a happy and comfortable retirement when you get there.
With the election fast approaching people are wondering how it will affect the economy and the markets. In this episode Stand and Lee discuss where we are at, where we are headed and what it means for your financial plans.
You need to have a plan for retirement. In this episode we talk about how to create a road map for your retirement and what that includes.
In this episode we go over some financial terminology and really break down what those words actually mean.
With the economic crisis and market uncertainty because of Covid-19, the question becomes what do I do with my finances and retirement planning? In this episode Lee and Stan talk about the important next steps.
Why the Bon Jovi episode? Well, we are halfway there! Through this year of economic uncertainty and market volatility. Some of you may be "living on a prayer" and we want to make sure everyone has a financial plan and we talk about what is going on and tips and strategies you need to have a secure financial future.
We can learn a lot from our children, and that even applies to our finances. In this episode Stan and Lee talk about what we can learn and some helpful financial tips and strategies.
Annuities can provide a steady stream of retirement income if utilized properly. Find out about different types of annuities, how they work and how/when they may be part of a financial strategy.
In this episode Stan and Lee break down the problem with using averages when it comes to investments and why it's important to look at all the numbers based on your personal financial situation.
In this episode we discuss investment basics. We look at when and how as well as risk and safety, with strategies and tips to help you make the right decisions.
In this episode Stan and Lee talk about all the R's of finances... Risk, Return, Red-Zone Money, Right stock markets, Retirement, Roth IRA's, IRA's and more! Lots of tips and strategies to help you get your finances in order.
This episode looks at two different sets of the seven deadly sins of retirement planning. How many are you guilty of? We talk about what they are and how to avoid them.
In this episode Stan and Lee talk about the current state of the financial world and the good and the bad of annuities.
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