Wisdom to Wealth

What To Tackle Financial as a Mid Career Professional

Between having more disposable income, seeing your 401(k) balance grow healthier, and starting to weigh bigger life purchases – there is a lot to think about.There is also some question-creep that starts to show up:
Are you saving enough?
Are you investing correctly?
Have you thought about risk?
How about estate planning?
What big purchases are coming up?
 

Retiring In a Volatile Market

Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn's impact on your savings will be felt now and potentially for years to come. How do you keep your plan on track and your desired lifestyle in place?

Pension Plan Pitfalls

There are currently about 300 state-administered and nearly 6,000 locally-administered public retirement plans.After six months of stock and bond market declines, those assets have likely dropped significantly, putting public pension plans in financial stress.

I’m Too Scared To Retire

Too many individuals are too scared to retire and are withholding retirement because of market volatility. In just a couple of minutes I explain why you should not hold off on your retirement a live the life you always wanted to live

Rebutting The Retirement Fear

Hear No Evil, Speak No Evil See No Evil indicates a willingness to be in good mind, speech and action, and not dwell on evil thoughts. This episode shares with you how to do all that an more for a happy, peaceful and liquid retirement.
#estateplanning #retirementplanning #retirementincome

Stevens In Second Episode 4 Supply Chain Surplus Circus

Wisdom to Wealth Ep 232 Guest Larissa Steffen

My guest Larissa Steffen works with young individuals that struggle with debt and finances. Her experience in Psychology and Behavioral Finance will help dig into the why behind your actions. Why are you spending so much? Why can't you save? Why can't you stop using a credit card? We'll explore it all and give you practical solutions that don't leave you feeling restricted. This is an episode you cannot miss.

Financial Literacy - How to Know When To Buy or Sell

One of the problems with financial literacy is not understanding how to get the right information to make investment decisions. This podcast focuses on the ability to remain in control so that you have the right information for better future planning.

Life Insurance Is It an Asset?

If you or your clients are concerned about life insurance, do not. Life insurance is as much an asset as other products. As long as cash is available for distribution, life insurance becomes an asset. Life insurance can be leveraged to mitigate risk and can provide multiple strategies for your legacy plan.
#retirementplanning #estateplanning #lifeinsurance #terminsurance
 

Passive V Active Investing

There are two approaches to investing – passive and active. One requires a real time thorough monitoring system; the other longer-term and less costly. There is no right or wrong, strictly personal approach. This informative seminar offers both approaches so that professionals can help their clients with the best alternatives related to risk.
#retirementplanning #investing