Episodes by Topic: #FinancialPlanning
BEST OF TALKING MONEY: Don’t get caught working with an advisor who is taking advantage of you!
How can you tell if your advisor is on the “up and up”?
Mike reviews some of the red flags that should warn you of potentially fraudulent activities. Plus, what are some definite activities to watch out for like churning your account or asking you to make a check payable to the advisor for an investment or insurance purchase.
Listen to the EpisodeBEST OF TALKING MONEY: A PENNY SAVED IS A PENNY EARNED
In The Way to Wealth, Benjamin Franklin gave some sage financial advice, even on how to control living expenses. He also gave timeless advice regarding avoiding debt.
Mike talks about some of those pieces of advice as well as answering a listener question about the recent interest rate increase and ideas about how to help others in your local community.
Mikes’ wife Cathy calls in to discuss ways she helped keep living expenses low as she and Mike raised their children.
He also shared an old Saturday Night Live skit.
Listen to the EpisodeBEST OF TALKING MONEY: The Way to Wealth
In 1785, Benjamin Franklin wrote an essay entitled “The Way to Wealth or Father Abraham’s Sermon.” It is a collection of phrases of wisdom and advice that are still applicable today. Phrases like:
- A word to the wise is enough.
- Lost time is never found again.
- Drive thy business, let not that drive thee.
- Early to bed, early to rise, makes a man healthy, wealthy, and wise.
- If we are industrious, we will never starve.
- Never leave for tomorrow what you can do today.
- Since you are not sure of a minute, don’t waste an hour.
- A life of leisure and life of laziness are two different things.
There is a lot of biblical truth in these statements as well. Biblical advice on money is always timely.
Whose money is it anyway? How does the way you spend your money reflect what you believe about money?
Listen to the EpisodeBEST OF TALKING MONEY: A Trip Down Memory Lane
Mike goes back in time to share his growing up years; the transition to financial planning, including the beginning of PlanFIRST; wrapping up with a special appearance by Paul Wright, the brainchild behind getting Mike into radio and Talking Money. Enjoy and repost!!
Listen to the EpisodeBEST OF TALKING MONEY: The Bucket Strategy
What is the bucket approach to retirement planning? How do you adjust for inflation?
How can you determine your personal inflation rate? What factors come into play?
Which bucket should I focus on?
What are some different vehicles we use for income?
What are some other ways to try to retain income security in retirement?
Listen to the EpisodeDon’t get caught working with an advisor who is taking advantage of you!
How can you tell if your advisor is on the “up and up”?
Mike reviews some of the red flags that should warn you of potentially fraudulent activities. Plus, what are some definite activities to watch out for like churning your account or asking you to make a check payable to the advisor for an investment or insurance purchase.
Listen to the EpisodeBEST OF TALKING MONEY: A PENNY SAVED IS A PENNY EARNED
In The Way to Wealth, Benjamin Franklin gave some sage financial advice, even on how to control living expenses. He also gave timeless advice regarding avoiding debt.
Mike talks about some of those pieces of advice as well as answering a listener question about the recent interest rate increase and ideas about how to help others in your local community.
Mikes’ wife Cathy calls in to discuss ways she helped keep living expenses low as she and Mike raised their children.
He also shared an old Saturday Night Live skit.
Listen to the EpisodeBEST OF TALKING MONEY: The Way to Wealth
In 1785, Benjamin Franklin wrote an essay entitled “The Way to Wealth or Father Abraham’s Sermon.” It is a collection of phrases of wisdom and advice that are still applicable today. Phrases like:
- A word to the wise is enough.
- Lost time is never found again.
- Drive thy business, let not that drive thee.
- Early to bed, early to rise, makes a man healthy, wealthy, and wise.
- If we are industrious, we will never starve.
- Never leave for tomorrow what you can do today.
- Since you are not sure of a minute, don’t waste an hour.
- A life of leisure and life of laziness are two different things.
There is a lot of biblical truth in these statements as well. Biblical advice on money is always timely.
Whose money is it anyway? How does the way you spend your money reflect what you believe about money?
Listen to the EpisodeA Trip Down Memory Lane
Mike goes back in time to share his growing up years; the transition to financial planning, including the beginning of PlanFIRST; wrapping up with a special appearance by Paul Wright, the brainchild behind getting Mike into radio and Talking Money. Enjoy and repost!!
Listen to the Episode