This Ain’t Your Grandparent’s Recession How does today’s down market compare to the past? Can we learn from the pain others endured during historical downturns? While it always makes sense to avoid mistakes in the past, our roundtable team also today throws the caution flag: beware reading too much into current events that don’t necessarily …
In today’s Office Hours, Eric answers Michelle’s question: “what’s one big purchase you’ve made and regretted later?” Everyone experiences buyer’s remorse at some point in their life, and Eric is no different. Hear what he has regretted purchasing in his life, and send us a message about your biggest spending regrets. Have a question? Post …
As a financial advisor, there are a lot of questions I get asked almost daily. Surprisingly, “are you a fiduciary?” is not one of them. This could be the most important question you ask your current or potential advisor, and yet it seems that few people know to ask it. It’s time to change that.
In today’s Office Hours, Eric answers Emily’s question: “how does the 2022 market correction compare to prior market corrections and what should investors do?” The factors causing the current market conditions are unique, but there is a common factor that exists between all the corrections we’ve seen in the past: fear. This episode will explain …
In today’s Office Hours, Eric answers Tony’s question: “What’s the easiest way for a beginner investor to get started?” The first step of any journey can be difficult, but in this case we think education is a great place to start. After that, it can depend on your goals and will take practice. Have a …
As a financial advisor, there are a lot of questions I get asked almost daily. Surprisingly, “are you a fiduciary?” is not one of them. This could be the most important question you ask your current or potential advisor, and yet it seems that few people know to ask it. It’s time to change that.
In today’s Office Hours, Eric answers Julia’s question: “I’m getting divorced. How do I know if I’m getting a fair split of marital assets?” This can be a hard situation to navigate, but bringing in a financial professional is a great way to start. Have a question? Post it in the comments, tweet it to …
In today’s Office Hours, Eric answers Jesse’s question: “What advice do you have for someone interested in a career in finance or as an advisor?” The career path for a financial advisor is not well-defined, but there are several ways to get into the industry for a successful career. Have a question? Post it in …
Welcome back to Don’t Retire… Graduate! As part of our summer throwback series, we’re bringing back some of our favorite episodes from seasons passed. This episode, originally released in season 3, features Heidi Herman, author of On with the Butter: Spread More Living onto Everyday Life. At 93 years old, Heidi’s mother made a list …
In today’s Office Hours, Eric answers Ryan’s question: “When and how do you come with a hard figure goal for your retirement savings?” Setting a savings goal for retirement is trying to hit a moving target, so you should be revisiting this question regularly. But if you’re trying to do the math, this episode can …
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