financial plan

5 Financial Biases to Avoid

What can get in the way of your financial success? Today we are talking about a few financial biases such as the fear of missing out and overconfidence. We will also discuss how to overcome these biases.

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Who is the Rich?

The word rich gets thrown around all the time but who actually falls into that category? It’s certainly subjective but the government’s definition by directly impact your future taxes. Let’s look at some statistics and get a better idea of how taxes are generated and who is actually paying them.

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Moving to a Tax-Friendly State

When should you consider moving to another state? Sometimes tax benefits may be a motivator when making this decision. Don talks about the tax ramifications when living in certain states.

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What Does the Stimulus Package Mean For You?

We talk through what the stimulus package includes, what it means, and where we’re headed on today’s episode. Then, Don answers a question from the mailbag about refinancing.

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GameStop Stock Situation

What just happened with GameStop? What can we learn from it, and how does it apply to your financial plan? We’ll get Don’s perspective on today’s show.

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What Should You Be Thinking About For 2021?

The Story: What does Don predict for the new year? How can we prepare our financial plan appropriately for what may come in the future? Let’s talk about some areas that need attention in 2021. Click play to listen to the episode… The Show: As much as we were ready for a fresh new start…

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Let’s Talk Electionomics

What are some of the economics surrounding an election year? How will our president impact our economy? Let’s talk about the 800-pound gorilla in the room as we head into the final quarter of 2020.

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What Happens Financially After the Loss of a Spouse?

Times like these may make you think more soberly and realistically about if something tragic were to occur. How do you prepare financially for the inevitable of one spouse passing away? We’ll take you through the important considerations on this episode.

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The Latest Financial Update on Coronavirus

As we approach the third month dealing with the coronavirus health crisis, let’s get an update on where things stand. Don will tell us how he’s dealing with the quarantine, what clients are concerned about, and the adjustments you might want to consider.

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Coronavirus Update: Understanding the CARES Act

Have you heard about the CARES Act, which will provide aid and relief for individuals and businesses? What adjustments have you made recently due to coronavirus and its impact? We’ll discuss a few key areas to pay attention to.

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