Ep 60: Will Short Pain Lead To Long Term Gain?

Posted on: October 6, 2022
Episode Duration: 35:56
Financial Planning, Volatility

Today on The Retirement Café, we are going to discuss the recent market drop and if there are any positives that may come out of it.

Ep 40: Will a Market Crash Ruin Your Retirement

Posted on: November 23, 2021
Episode Duration: 29:27
Retirement, Volatility

Today on The Retirement Café, we are going to discuss something that most retirees worry about at some point in retirement: A market crash ruining their retirement.

Ep 17: The Essential Planning Checklist

Posted on: November 19, 2020
Episode Duration: 27:33
Financial Planning, Retirement, Tax Planning, Volatility

There are a few essential documents that you should have taken care of, so if something were to happen to you, your loved ones aren’t guessing on what to do. Brent and Dan run through this checklist and give examples of how helpful this has been for some of their clients.

Essential Planning Checklist Download

Ep 7: The Advisory Process – The Design Phase

Posted on: June 18, 2020
Episode Duration: 18:13
Behavioral Finance, Financial Planning, Retirement, Investing, Tax Planning, Volatility

Over the next three episodes we will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the first part, which is designing your plan.

Ep 6: Challenge of Investing Outside of the Plan

Posted on: June 12, 2020
Episode Duration: 18:27
Behavioral Finance, Financial Planning, Investing, Volatility

Many families have been worried about the declining value of their portfolios and it’s opened their eyes to the shortfalls in their investment strategies. Let’s talk about the challenges people face when they work without a plan and what you can do to begin that process.

Ep 60: Will Short Pain Lead To Long Term Gain?

Ep 40: Will a Market Crash Ruin Your Retirement

Ep 17: The Essential Planning Checklist

Ep 7: The Advisory Process – The Design Phase

Ep 6: Challenge of Investing Outside of the Plan

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