In this special mid-week edition, host Roger Whitney gives you a framework for how to interview financial advisor candidates and 15 questions you should ask to help choose the right one.
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This Week, Roger Whitney introduces a new service YOU ASK I ANSWER, where you can ask your retirement planning questions and receive a response.
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At 47, I am taking my health seriously. Some would say too seriously. I use a stand up desk at work. I use small weights when I'm on conference calls. When I sit, I sit on a stability ball. I eat (mostly) healthy. I exercise my mind.
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Investing in your health may be the best investment you can make to live well in retirement.
Read More![Episode #3 Rethinking Amazon Prime & The Importance of the Emergency Fund [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535033634346-7YZ8UL87VDTV0CD84RHW/2.+Podcast+logo.png)
In this week's PLAN WELL INVEST WISELY podcast, we talk about Amazon Prime's recent price increase and how having a funded emergency fund helps you make smarter financial decisions.
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Today’s announcement that Amazon Prime will now cost $99.00 annually has me considering not renewing the service. Oh, it’s not the cost of the service. Amazon Prime is a great bargain, even at $99.00 a year. My issues with Amazon Prime are more about me. Amazon Prime helps me overspend.
Read More![#2: How to Use Your Net Worth Statement to Manage Your Financial Life [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1535033517642-X063OURX1V8FT1VVZMXR/2.+Podcast+logo.png)
Do you struggle to make financial decisions because you can't get a handle on all the complexities of your life? In this episode's PLAN WELL segment, I show you how to use a net worth statement to make more informed financial decisions.
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Most of us make decisions based on each opportunity or need as it presents itself. To make smart financial decisions, you need a clear understanding of the “opportunity cost” of other possible choices.
Read More![#1 Creating an ICE Plan and 4 Reasons Why You Should Ignore Market Predictions [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1534811516980-FAMO7MPEHML0YCMC70YW/2.+Podcast+logo.png)
Welcome to PLAN WELL INVEST WISELY, the podcast dedicated to helping you make smarter financial decisions so you can live well today without sacrificing tomorrow.
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In the beginning, remembering a couple of passwords to online accounts seemed easy. As my online presence grew, so did my list of usernames and passwords. Soon, easy became difficult. Even before difficult turned to unmanageable, I had a security problem.
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Since 2008, extreme stock market predictions have become big business. Falling for these fear-filled forecasts can be dangerous to your financial health.
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The idea of budgeting is valid. It is foundational for creating wealth. It can help you capture excess income for savings, investment or to pay off debt.
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When we bring out the best in ourselves, we bring out the best in others. Last week, a friend died of cancer. When you reach your 40's, these things start to happen.
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When the stock market plunged in 2008, it scared a lot of people. Since then these same people have been looking around every corner for the next stock market drop. That's one reason stock market forecasts are so popular. And it's usually the most extreme forecasts that get the most attention.
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Simply put, net worth is what you get when you subtract your liabilities (what you owe) from your assets (what you own).
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If your loved ones needed to act on your behalf today, could they? Do you have an emergency preparedness plan in place?
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If you want to make smarter financial decisions, you cannot ignore the emergency fund on your balance sheet.
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For many of our clients at WWK Wealth Advisors, an integral part of their retirement plan includes the sale of their business. Today, there are far more buyers than sellers looking for quality businesses. In my video interview with Layne Kasper of Kasper & Associates (K&A), he outlines four simple preparatory steps to take before you sell your business.
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Has planning for retirement become too much of a march to a vague and undefined destination? Are you sacrificing the only life you have trying to reach it? To live a more balanced life, it helps to view life as a journey, one that allows you to work less and spend more time with your family. And you don’t have to sacrifice your secure financial future to do it.
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