Clients of mine are on their way to experience an African safari. What an experience awaits them. The splendor of the wild African geography, the opportunity to see wild animals in their natural habitat, the opportunity to participate in the culture, and to experience another people’s homeland. But how many of you would take this trip and not hire an experienced guide?
📰 On this week's episode of Minds Over Money, I go over 2 headlines from last week that directly impact the economy as well as potentially impacting your own investment portfolio. [11:26] And this week’s financial planning topic is Dangers Avoided: why having a professional financial guide is worth it. ☠️
With the stock market down to start the year, there has been a lot of talk on TV and online about the benefits of completing Roth conversions as a financial planning tool.
📰 On this week's episode of Minds Over Money, I go over 3 headlines from last week that directly impact the economy as well as potentially impacting your own investment portfolio. [11:26] And this week’s financial planning topic is Why You Should Consider Roth Conversions. 💸
Wandering through life with no plan is classified as aimlessness. Don’t let your dream retirement become an aimless existence filled with anxiety and fear. Craft a flexible financial plan and implement systems to help you navigate any situation life, the economy, and markets can possibly throw your way.
📰 On this week's episode of Minds Over Money, I go over 3 headlines from last week that directly impact the economy as well as potentially impacting your own investment portfolio. [11:24] And this week’s financial planning topic is Avoid an Aimless Retirement. 🎯