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019 - Do I Need an Emergency Fund?
Do I Need an Emergency Fund?
Rule of thumb 3 to six months of income Is there a better way? Know your expenses What would you spend if you could…6 years, 7 months ago
018 - Is Now a Good Time to Refinance My Mortgage?
Is now a good time to refinance my mortgage?
Where do you stand today? Current rate Credit Score Income How seasoned is your loan? Amort example $…6 years, 7 months ago
017 - What to Look For When Selecting a Financial Advisor
In this episode:
Are they a fiduciary Are they a CFP® Pro What types of clients do they work with? Do they understand your problems? Are they real…6 years, 7 months ago
016 - Budgeting Sucks, Do This Instead
In this episode: Budgeting sucks …. Do this instead
Budgeting … It’s feels so negative
Instead think of align your cashflow with your life
Shout out…
6 years, 8 months ago
015 - How to Get the Most of Your Employee Benefits
In this episode: How to Get the Most of Your Employee Beneftis
Medical Insurance HSA vs. No HSA Disability Insurance Life Insurance Dependent C…6 years, 8 months ago
014 - Do I Need Life Insurance?
In this episode:
Do I need life insurance? Reasons you may want life insurance What kind of life insurance should I get? Read Blair's Article He…6 years, 8 months ago
013 - How Many Mutual Funds Should I Own?
Description: How many mutual funds should I own?
What is a mutual fund vs ETF? Index or Active Examples Instead of # of funds, focus on: Asset All…6 years, 8 months ago
012 - Should I Get a 15 or 30 Year Mortgage?
Description: Should James get a 15 year or 30 year mortgage?
Let's look at the numbers What is amortization? A great hack for a 30 year mortgage W…6 years, 9 months ago
011 - Where Should You Invest After Maxing Out Retirement Accounts
Description: Where should you invest after maxing out your retirement plan?
Make sure you actually maxed out your retirement benefits Roth IRA Hea…6 years, 9 months ago
010 - The Magic of Compounding Interest
Description
A fun math problem that explains compounding
Time = Magic - It's a long term game
Do retirees need compounding?
It is magic, but it takes…
6 years, 9 months ago