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The Five Minute Financial Plan Podcast

May 30, 2018

How many different investment accounts or retirement plans do you have?

If it’s more than three, you could be seriously jeopardizing the long-term performance of your investments and undermining your retirement plan.

As with any aspect of financial planning, there is no black and white answer as to whether you should...


May 23, 2018

With a universe of more than 9,500 mutual funds, it is not at all uncommon to see investment portfolios with a potpourri of mutual funds from different fund companies. Your broker may have put you in many funds from different families, or you may have done it yourself.

But is it a bad thing? Should you be sticking to...


May 16, 2018

There are many different ways that financial advisors charge for their services - and finding an advisor whose fees match your unique needs is incredibly important.

In this episode, I'll cover:

  • Different ways you pay for a financial plan
  • How different advisors charge, and what you get out of the engagement
  • Ways I...


May 9, 2018

I've had several clients ask me about the difference between passive versus active investing. The truth is - there is no ONE difference that sets the two apart. 

In this episode of The Five Minute Financial Plan, I'm going to do my best to go over the many things that differentiate these two investing strategies in my...


May 2, 2018

In this episode of The Five Minute Financial Plan podcast, I'll be going over the difference between individual bonds and mutual funds, and when you might consider using each. 

I'll cover:

  • Why are bonds a useful part of an investment portfolio?
  • What types of bonds are available to investors?
  • The difference between...