Trail Wisdom: What Hiking Season Has to Say About Your Financial Journey
What can hiking teach us about retirement planning? Whether you're [...]
Why a Target Date Fund May Not Be Enough
Target date funds are designed to make investing simple, but [...]
Working With A Financial Advisor: Our Specific Process
A lot of people think working with a financial advisor [...]
A Smarter 401(k) Philosophy for Utility Employees
In this mini-episode, Steve explains why generic investment advice can [...]
My Investments Underperformed the Market – Should I Fire My Advisor?
Steve tackles a listener’s big question: “If my portfolio underperformed [...]
Popular Financial Advice… But Is It Good Advice?
Everywhere you turn, somebody’s got financial advice. The problem is, [...]
At 55, Is It Too Late for a Roth 401(k)?
One of the most important retirement decisions doesn’t show up [...]
10 Retirement Myths Too Many People Still Believe
There’s no shortage of financial advice out there, and unfortunately, [...]
5 Financial Advisor Red Flags You Can’t Ignore
How do you know if the financial advisor you’re working [...]
What It’s Really Like to Be a Client of a Financial Advisor
We spend plenty of time talking about how to become [...]
