The Case for Disability Insurance From Our President, Insurance

The Case for Disability Insurance

https://youtu.be/bFYc6216dCQ

Table of Contents

The Case for Disability InsuranceProbabilityConsiderationsRemedyGive a look

The Case for Disability Insurance

Most...

Never Be the Dumb Money From Our President, Helpful Advice

Never Be the Dumb Money

Table of Contents

Never Be the Dumb MoneyDumb MoneyThe Truth

Never Be the Dumb Money

On my iPhone...

Prioritizing Your Financial Life Financial Planning, From Our President

Prioritizing Your Financial Life

Table of Contents

Prioritizing Your Financial LifeProtection-Destructive Debt-Emergency Savings-Retirement Savings-Other Savings Goals-Constructive Debt-Charity-

Negative Visualization From Our President, Happiness

Negative Visualization

https://youtu.be/TRW8f-QGzDs

Negative Visualization

I’ve read a handful of books lately on stoics, and different concepts of living in the now and...

5 Financial Advisor Interview Questions Article, Financial Planning, From Our President

5 Financial Advisor Interview Questions

https://youtu.be/NYf1nUI_g64

Table of Contents

5 Financial Advisor Interview QuestionsQuestions:Are you a fiduciary?  What designations do your firm and...

4% Drawdown Rule From Our President, Retirement Planning

4% Drawdown Rule

https://youtu.be/rYWrkvWUlSw

4% Drawdown Rule

In any industry, there are generally rules of thumb to go by.  They aren’t necessarily hard and...

2.9 Billion Social Security Numbers Leaked - Now What? From Our President, Hot Topics

2.9 Billion Social Security Numbers Leaked – Now What?

2.9 Billion Social Security Numbers Leaked - Now What?

How Much Insurance is Enough? From Our President, Insurance

How Much Insurance is Enough?

Table of Contents

How Much Insurance is Enough?The BasicsThe AmountsThat’s a lot of cash

How Much...

First Year of Retirement From Our President, Retirement Planning

First Year of Retirement

Table of Contents

First Year of RetirementRetiring Over and OverThe Financial SideThe Big Reveal

First Year...

Bitcoin, My Latest Thoughts From Our President, Hot Topics

Bitcoin, My Latest Thoughts

Bitcoin, My Latest Thoughts

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