Weekly financial and retirement planning guidance from Bill Danner & Daniel Nesmith and the team at Security First Asset Management in Dublin & Macon, GA.
Let's talk about some aspects of the financial world that might just not work for your retirement situation. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278
There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278
On today's show we'll help you define an important financial concept known as risk tolerance. We'll also give out some class superlatives to various financial strategies. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278
We'll take a look at the seven deadly sins and how they manifest themselves in the investment world. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278
There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278
Let's talk about some aspects of the financial world that might just not work for your retirement situation. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278
There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278
On today's show we'll help you define an important financial concept known as risk tolerance. We'll also give out some class superlatives to various financial strategies. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278
You may have a lot of questions about your retirement plan, but do these questions really give you the information you need? Bill and Daniel will give some tips on asking the right questions about your finances. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278
Sometimes, circumstances that seem uncertain become much clearer once some time has passed and you've gained more experience. Let's talk about some common decisions that people make in retirement that usually get re-examined later in life. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278
Learn the different types of risk that could affect your portfolio. Get a gut reaction from Bill and Daniel on some crucial statistics. Important Links: Security First Asset Management Website: https://www.sfamga.com/ Contact: https://www.sfamga.com/contact/ Phone: 888-417-6278
People love DIY projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design…and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning.
Let's talk about some aspects of the financial world that might just not work for your retirement situation.
There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.
Everybody loves a good presidential quote. Our goal here is to take quotes from past presidents and apply them to the financial world. We'll also talk about things that just don't work.
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
You may have a lot of questions about your retirement plan, but do these questions really give you the information you need? Bill and Daniel will give some tips on asking the right questions about your finances.
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
Let's take a look at what it takes for someone to be able to retire early.
Everybody loves a good presidential quote. Our goal here is to take quotes from past presidents and apply them to the financial world. We'll also talk about things that just don't work.
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.
Pam writes in to ask about what fees are reasonable for an advisor to charge. Charlotte wonders how to plan for retiring early. Regina wants to know about what portion of her income she should contribute to her 401(k). Bill and Daniel will be answering those questions and more.
Jacqueline asks what to do about a farm that she inherited. Richard wants to know about the best way to utilize a 529 Plan for college savings. Lillian gets Bill and Daniel's opinion on whether someone should work with multiple advisors.
Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.
Alexus asks about getting health insurance now that she no longer has a job. Ted wants to know how to strike a balance between investing safely and investing aggressively. David is wondering what to do with an annuity that is maturing. Bill and Daniel will answer those listener questions and many more.
This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.
Pam writes in to ask about what fees are reasonable for an advisor to charge. Charlotte wonders how to plan for retiring early. Regina wants to know about what portion of her income she should contribute to her 401(k). Bill and Daniel will be answering those questions and more.
Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.
Mark wants to clear up some confusion he has about how the new tax laws will affect his retirement planning. Carrie is wondering about how 401k contributions work with her commission-based job. Doris asks if she is investing too conservatively.
We'll be covering many more listener questions. Sylvia would like to know whether she should go with a younger or older advisor. Meanwhile, Jennifer wants to know what's happening with federal interest rates, and Kathy needs advice on handling financial disagreements with her husband. Bill and Daniel will be covering those questions and more on today's episode.
In this episode, we'll be answering listener questions about finances during a divorce, opting out of social security, and the benefits of life insurance.
This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.
Fred wants to know where Bill and Daniel expect the market to go in the upcoming months. Roland asks about appropriate rates of return on investments. Later, Jocelyn wonders if she should switch from blue chip stocks to another type of investment. All those questions and more will be answered on today's episode.
Listener questions have been pouring in recently. We've got questions about home refinancing, variable annuities, legacy planning, and many more. This will be an episode you won't want to miss.
Tony wants to know when to start his social security payments. AJ wonders if having multiple IRAs achieves adequate portfolio diversification. Patsy asks about the ins and outs of long term care insurances. We'll be answering all those questions and more.
William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.
Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.
We'll be covering many more listener questions. Sylvia would like to know whether she should go with a younger or older advisor. Meanwhile, Jennifer wants to know what's happening with federal interest rates, and Kathy needs advice on handling financial disagreements with her husband. Bill and Daniel will be covering those questions and more on today's episode.
In this episode, we'll be answering listener questions about finances during a divorce, opting out of social security, and the benefits of life insurance.
This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.
We've got some listener questions this week about taking on a mortgage as you enter retirement, figuring out wills and trusts, early retirement packages, and much more.
We'll be answering listener questions about using life insurance for income, starting a business in retirement, trading options, and much more.
We've got another batch of listener questions this week. We'll be answering questions about how to properly evaluate your current advisor, how to prepare for the next market crash, and some of the best strategies for starting social security.
We'll be answering listener questions about long-term care, emergency funding, financial planning after a divorce, and much more.
Listener questions have been pouring in recently. We've got questions about home refinancing, variable annuities, legacy planning, and many more. This will be an episode you won't want to miss.
We've got some listener questions this week about taking on a mortgage as you enter retirement, figuring out wills and trusts, early retirement packages, and much more.
We've received some great listener questions on the show recently. Bill and Daniel will answer questions covering social security payments, divorce settlements, interest rate increases, and many more.