December 2017, new tax laws for 2018 filings are enacted, February 2019, we cover Tax Planning in the fourth step of the Five Steps to Starting Your Own Financial Plan. It covers a few topics that seem to keep coming up in conversations and can make a meaningful difference with your tax returns. As you’ll […]
15 Minute Financial Advisor
This week we focus on how to think about your needs, goals and priorities. Needs are going to be the basics that you have to have to survive. Goals are the things that you want to have to make your retirement, or life-after your work-for-money career is complete. And then you have to prioritize them. […]
As we continue into Step Two of Five Steps to Starting Your Own Financial Plan, we get into the topic of risk management and insurance. To keep the episode short, we only cover life insurance, and focus on when you need it, and things to think about when determining how much you need. We don’t […]
A few weeks ago, I did an episode called Five Steps to Start Your Financial Plan. Well, this episode covers the first topic in those 5 steps in further detail. Cash flow planning is the solution to the budgeting problems that people face when trying to get a better idea of where their money goes. […]
Typically, we encourage people to get started investing as soon as possible. But it’s important to cover the basic elements of financial planning. It’s really simple, but not always easy. There are always exceptions, of course, but once you’ve met your most basic financial planning needs of spending less than you make, getting out of […]
The value of a college degree may be debatable. On one hand, you have vast numbers of corporate CEO’s and billionaires sporting Ivy-League degrees. On the other hand, some of the world’s richest people; Bill Gates, Steve Jobs and Mark Zuckerberg are college dropouts (see also: Kanye West). The debate ends at the COST of […]
Getting started on your own financial plan is a great way to start your New Year on the right track. In the first episode of 2019, we cover 5 steps (plus a bonus) with actionable ideas so you can start your own financial plan. The steps are: Cash Flow Planning, Risk Management, Financial Independence, Tax […]
Echoing last week’s encouragement to get started planning, the follow-up this week is all about having a strategy. The two go hand-in-hand. When you look at your retirement savings, are you excited? Are you stressed? When you think of all the things you’ll have to pay for in the future, do you get anxiety or […]
A new job is an exciting time. You have a new adventure ahead of you, with new people around and new challenges. But first things first. You need to enroll in your benefits and make sure you’re getting everything you’ve agreed to. Listen to the latest podcast here. Questions? Tweet @15minuteFA or email Advisor@15minutefa.com
This is my favorite episode so far. Here’s how it works: The more time you have, the less money you need. The less time you have, the more money you need. Easy. Listen to the latest episode here. Questions? Tweet @15minuteFA or email Advisor@15minutefa.com
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