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Helping Classic TV Characters With Their Financial Planning

Even though these are fictional characters, we see their personalities all the time in real life. Isaac will explain what their personality looks like when it’s manifested in a real person and what he would do to help that client.

Crying Wolf

There are plenty of people in the financial world that are guilty of crying wolf. Because they always preach the same message, we just have to eventually tune them out. Isaac will gives us examples of times that he has seen people make bad financial decisions because they’ve been influenced by one of these wolf-criers.

The Benefit Of Financial Hindsight

The phrase “knowing what we know now” is mostly worthless. Just think about that phrase in context of the coronavirus. Would we have done things differently in January or February “knowing what we know now?” Almost certainly.

Risk Realignment

During these volatile times in the market, it’s more important than ever to assess whether you are taking the right amount of risk with your investments. Taking the time to realign your risk could save you a lot of headaches in the months and years to come.

Are You Making Excuses To Not Retire?

Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”

The Coronavirus Financial Shopping List

Although the Coronavirus has created plenty of hardships for our communities, from a financial perspective it’s also providing us with many opportunities. Isaac will give us some quick-hitting suggestions on today’s show for some investing moves you can think about making in the current market.

Coronavirus Lessons to Help Us Better Prepare for the Next Crisis

Hopefully the coronavirus economic disaster is a once-in-a-lifetime type of event. But there will certainly be some other crisis in the future that you need to be prepared for. Let’s talk about some of the lessons learned so far that will help you next time—if you weren’t prepared this time around …

Underrated Items In Financial Planning

This topic is simple. Things related to your money, finances, and retirement that should get way more attention and excitement. Let’s give them the love they deserve on this episode.

The Biggest Assets In Your Retirement Plan

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle…

How The SECURE Act Will Change Retirement

After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you.