Welcome 2017 and here comes the inauguration! But,… do you have any inauguration fears or financial anxiety? Brad talks about how the White House has less influence on your planning than you may think, and what a great opportunity for positive planning this is. Click here for Brad’s blog post: Should you “Inaugurate” a New
Brad and Charlie talk about 401Ks and switching employment. Do you have a long-neglected account? In today’s world, it is normal for mid-level professionals to jump between a few different jobs early in their career as they try to figure out their passion and path. When leaving a job, we often take with us the
In episode 17 of #LaunchFinancial Brad and Charlie talk about Brad’s most recent blog post on the hilarious, yet instructional 20 minute segment John Oliver did about retirement planning. Check out Brad’s blog post here: www.shermanwealth.com/4-things-can-l…ment-planning/ And watch the full segment here: www.youtube.com/watch?v=gvZSpET11…&feature=youtu.be
In this episode of #LaunchFinancial Brad and Charlie talk about the recurring behaviors of people when it comes to investing and eight biases that affect the decision-making process. Learn more about financial tips and planning at www.shermanwealth.com
Brad and Charlie are back in the studio after a short hiatus. In this episode Brad discusses his latest blog post about financial literacy and all the stuff they don’t teach you about personal finances. Check out Brad’s blog post HERE and start taking control over your finances!
Joe Cowling is an Advisor Solutions Consultant at Riskalyze, the company that invented the Risk Number® and empowers advisors to build fearless investors. Follow @Riskalyze on Twitter or visit www.riskalyze.com. New York Times article mentioning Riskalyze: www.nytimes.com/2016/02/13/your-m…sk-tolerance.html
Have you had a BIG tax return? Why isn’t a BIG tax return a good thing?! PLUS … we talk about Series 65! …. which sounds like a science fiction movie title BUT it isn’t! It is all revealed in this episode….so take a listen. Link to a definition of Series 65: www.investopedia.com/terms/s/series65.asp
Brad welcomes his first Skype interview for Launch Financial: Stefanie O’Connell. Stefanie O’Connell is a financial expert, Gen Y advocate, speaker and author of the book, “The Broke and Beautiful Life.” Dedicated to helping young adults achieve financial greatness, Stefanie’s work has been featured in The Wall Street Journal, Forbes, Yahoo!Finance, The Dr. Oz Show,
Four simple ways to save for retirement. Another great tip for entrepreneurs and small businesses. To find out how click the link below.