エピソード

  • Naming an LLC

    Naming an LLC
    2025/06/30
    When you figure out you need an LLC, the question always looms: "What do I name the LLC?" Also, find out how to see what names are available and what names are already taken. This episode explores what kinds of LLCs and what uses of LLCs might be appropriate for what kind of LLC names.
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    11 分
  • Time Horizon Adjustment

    Time Horizon Adjustment
    2025/06/13
    Time horizon is generally defined as the period of time for which a specific investment account will stay invested before being utilized. Many times, an investment isn't allowed to enjoy its full time horizon due to our own behavior with our money. Adjusting your view for a much larger time horizon, and adjusting it for all of your assets might provide a different perspective on your life and legacy goals.
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    7 分
  • Wind & Hail Deductible

    Wind & Hail Deductible
    2025/05/30
    With the springtime weather upon us, thunderstorms can intrude on our finances by damaging our houses. During storm season, it's important to understand how our homeowner's insurance policy works if our house gets hit by a storm. The wind & hail deductible is included in all our homeowner's policies, and it is often misunderstood.
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    12 分
  • Investing in a Down Market

    Investing in a Down Market
    2025/05/15
    When the market declines, what are some good investment responses? How do market fundamentals work in a down market? What should we do with our investments when the market declines?
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    10 分
  • Financial Planning in a Down Market

    Financial Planning in a Down Market
    2025/04/30
    When the market goes down, what financial planning tasks help with the bigger picture? Knowing your budget, cash needs, and making sure you have the right amount of insurance are all critical components of a financial plan that's experiencing a reduction in asset valuation. Additional Resources: https://www.m-advisor.com/blog/financial-planning-for-savers-in-a-down-market-image
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    9 分
  • Legacy and Vacations

    Legacy and Vacations
    2025/04/01
    The memories we give our kids and grandkids provide them with the lens they'll use to view their inheritance - or any gift, for that matter. Vacations are just one of many ways to create memories that shape our lives. Let's explore the impact of taking time for vacations and how this shapes our legacy.
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    10 分
  • Hobbies

    Hobbies
    2025/03/25
    How are hobbies connected to your financial plan? Are they actually that important?
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    7 分
  • Per Stirpes Beneficiary Election

    Per Stirpes Beneficiary Election
    2025/02/28
    Learn what "per Stirpes" means, and how it can have a lasting impact on your beneficiaries.
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    9 分