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The Five Minute Financial Plan Podcast

Dec 26, 2018

I wanted to take time this holiday season to thank you for listening to The Five Minute Financial Plan - have a very Merry Christmas!

Dec 19, 2018

Estate planning as an executive isn’t easy. It requires a lot of conversations between family members, and financial professionals. Even if your intentions are good, and you just want to ensure that your spouse, kids, and grandkids get the most out of your hard-earned wealth, it’s possible to slip up and have a...

Dec 12, 2018

For most people who have important financial goals and life ambitions, financial planning is essential. Without planning, there is no way to know what it will take to achieve these goals, which means they are not likely to be achieved. A financial plan provides the framework for all important money decisions so your...

Dec 5, 2018

How much money do you need to retire? 

It is the single most important question on most people’s minds; yet, because there are so many variables, it is one of the most difficult to answer.

Considering that saving for retirement is still a relatively new concept, even us financial planners are still trying to figure...

Nov 28, 2018

Vacations can help you to visualize the retirement of your dreams. Visiting different locations helps you to zero in on the lifestyle you want:

What type of weather do you prefer?

Do you want to be near family?

Do you want to be somewhere where you can participate in activities you love like hiking or biking year...