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The Five Minute Financial Plan Podcast

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...


Nov 14, 2018

You’ve done the planning. You’ve crunched the numbers. Recent stock market movements have carried you over the top, assuring you of a worry-free retirement (hopefully!), but you can’t bring yourself to pull the trigger. Did you ever think you would have to be dragged kicking and screaming into retirement?...


Nov 7, 2018

Most of the articles you read about finding a financial planner today discuss whether or not the advisors you’re interviewing are “fee only.” These articles typically come to the same conclusion – the advisors you’re interviewing should be fee-only. As a fee only advisor myself, I couldn’t agree more...