Today's Puzzle: As investors, we’re always looking out ahead towards our goals in retirement so we’re constantly striving to move forward. But doing that can lead to us forgetting about the importance of managing what we already have. Let’s look at the important assets in our portfolio that might get overlooked and why it’s [...]
"There are no stupid questions, just the stupid people who ask them." That famous quote speaks to the heart of this edition of the podcast. Join us as we seek to educate you about the financial world and answer five of the most popular financial questions we receive on a regular basis. Don't worry, these are actually pretty complex questions.
Do you remember any of your math teachers from high school? Did you ever ask them if any of their lessons would be useful in adult life? Dan details and reviews some handy math concepts that can help you plan for your financial future. It turns out that what we learned in high school [...]
Many people have questions about their 401k options so if you're not sure how to navigate your 401k decision making, you're not alone. Dan has some great advice on how to get started with your 401k savings whether your employer is contributing or not. He discusses specific ways you can make wise decisions that [...]
On this episode of Solving The Financial Puzzle, Dan will be answering some of your questions and providing clarity on a few common worries and situations that effect your wallet. The questions are on a variety of topics from retirement, investments, savings, lump sums, merging 401ks, taxes and even international issues. There are some [...]