Planning
Podcast 95: Flipping the Script with Geoff Schmidt from Holy Schmidt
Discover how Geoff Schmidt of Holy Schmidt went from Wall Street to YouTube to teach retirement, Social Security, and financial clarity.
Tagged “Financial Planning”
Planning
Podcast 94: Millionaire Milestones – Building Wealth on Your Terms with Sam Dogen
Steve Chen and Sam Dogen explore the power of compounding, the value of real estate in wealth-building, risk tolerance, and money mindset.
Planning
Podcast 93: Five Years Later – White Coat Wisdom with Dr. Jim Dahle
Steve Chen and Jim Dahle discuss investing philosophy, simplifying wealth, estate planning for kids five years after their first conversation.
Planning
Podcast 92: Making Sense of Social Security with Devin Carroll
Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence.
Financial Wellness
How Much Time Should You Spend On Retirement Financial Planning?
Would you believe some people give retirement financial planning less attention than planning a vacation, choosing a restaurant, or buying a television? It’s a…
Planning
Retirement Planning at Midlife: 6 Tips for a Secure Future
Financial planning for retirement takes a more focused turn through your midlife years–from your late 40s through your 50s and into your 60s. At midlife, your i…
Reverse Mortgages
Financial Guru Jane Bryant Quinn Recommends a Fresh Look at Reverse Mortgages
Reverse mortgages aren’t what they used to be. Recent program changes have not only made these loans safer for borrowers, but they’ve also made them better fina…
Retirement Savings and Investments
Best Retirement Plans: 7 End of the Year Tips for a Happy Retirement
The fourth quarter is upon us, which marks the ideal time to start coming up with year-end retirement saving and planning strategies to help beef up your accoun…
Retirement Savings and Investments
How Much Should I Save for Retirement?
While a hard and maybe scary question, it is critical for those approaching retirement to get a really good answer: How much should I save for retirement? With…
Family and Relationships
Want to Pay for Your Grandchildren’s Education? Here’s How to Make it Happen
Nearly three-quarters of grandparents think it’s important to help their grandchildren pay for college, according to research from Fidelity Investments, but the…
