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Retirement Planning Red Flags

Most people hire a financial advisor in order to help them navigate the world of retirement planning. It can be difficult to know whether you are getting the help you need, or if someone is truly looking out for your best interest. On today’s show, we ask Isaac a few questions and he’ll discuss what answers indicate a red flag when trying to put together a plan.

Is Your 401(k) on the Road to a Great Financial Plan?

Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019, although some figures are current through the spring of 2020). Isaac will take a look at the statistics in this report that are related to 401(k) plans and what he commonly sees in his practice.

Recognizing Your Spending Personality To Build A Great Financial Plan

Before you can effectively put together a retirement income plan, it’s important to understand your own tendencies for spending. Let’s explore the different personalities.

Football & Financial Planning

Football is back in most parts of the country, so it seems like a good time to see what we can learn about financial planning from the boys on the gridiron.

Catching Up with Isaac Outside of the Financial World

Let’s take a brief break from the financial talk and check in with how Isaac has been holding up during this historically topsy-turvy year of 2020.

Retirement Rumors

People say a lot of things, but that doesn’t necessarily mean they know what they’re talking about. So when people say they heard something about a financial decision they should make, there’s a good chance that what they heard isn’t actually what they NEEDED to hear.

Good and Bad Financial News

We take some financial good news/bad news situations and ask Isaac his thoughts on them. As most people prefer, we’ll give him the bad news first.

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.