The Power of ‘Emotional ROI’ Through Charitable Giving
Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?
Compounding Wealth (and Wisdom)
No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.
The Progression of Financial Planning Through Every Decade of Your Life
Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.
Jamie Hopkins on “Stacking Benjamins”
We’re going to dive into everything mortgages 101 today, like PMI, the negotiability of fees, and the lie that everyone quoting rates is telling. On today’s show we welcome the guy who’s teaching us everything millennials need to know about mortgages, Jeff VanNote.
I Finally Found the ‘Why’ in My Career. You Can, Too.
Published by Grant Nieland, CFPⓇ At some point in all of our working lives, we ask ourselves “Why am I doing this job?” or “Why did I choose this career?” I have asked myself that question at every position I’ve held over the past 10 years and it was hard to find answers. That is, …
CREATE A SHADE TREE FOR YOUR FINANCIAL FUTURE
Listen to the “Create a Shade Tree for your Financial Future” podcast here.
A MILLIONAIRE EDUCATION
Listen to the “A Millionaire Education” podcast here.
FINANCIAL SUCCESS IS NEVER GIVEN, IT’S EARNED!
Listen to the “Financial Success is Never Given, its Earned” podcast here.
SHED LIGHT ON YOUR FINANCIAL FUTURE
Listen to the “Shed Light on your Financial Future” podcast here.
SUCCESS DOESN’T JUST HAPPEN
Listen to the “Success Doesn’t Just Happen” podcast here.
BASKING IN YOUR GOLDEN YEARS
Listen to the “Basking in your Golden Years” podcast here.
COMPLIMENTARY RESOURCE
When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
