Gimmicks. Big words, expensive cars, and fancy suits. Promises, pages, and pages of glossy reports, pie charts,...
HELP! – How to avoid “being sold to” by a “so-called” financial advisor.
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Travis Maus
Where to get started when providing or coordinating care for a loved one
Meta Description Linkedin Most people like to help others, and many people make promises to their loved ones...
Ten Things to Address Before Year-End
As 2023 is winding down, it’s a good time to consider various aspects of your retirement plan. Here are ten steps you...
Retirement accounts are bad retirement plans
Retirement accounts are not actual retirement "plans." You may be confused about your financial future because you...
Does the age of your financial advisor matter?
According to various studies and publications, the average age of financial advisors is somewhere between 51 and 55...
How to find a true fiduciary
Are the professionals providing you financial advice acting as a fiduciary? Here's how to find a true fiduciary. ...
How to recognize the need to provide care for a loved one
It can be very hard to watch as your loved one, who may be happy living independently, starts to decline physically,...
Providing Care for a Loved one – Money is an Emotional Issue
If you are a caregiver or coordinating Care for a loved one, it is easy to get stressed regarding financial decisions....
Negative News and Headlines – How to become bulletproof to bad news
In this episode, we continue our conversation around negative news and headlines. We break down actual news headlines...
Negative News and Headlines – Are you being manipulated by bad economic news?
Today we are kicking off a new series discussing money, sifting through bad news, and living with values and virtues....
Working with a financial advisor – the fiduciary responsibility of your advisor
Listen in as we bring this series to a close. We have spent three episodes helping outline how you can begin to...
Working with a financial advisor – what are you paying for?!
Today we are continuing our conversation around working with a financial professional and what you need to know before...
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