December 8, 2021

Understanding Retirement Risk and the Myths Business Owners Believe

At some point, each one of us will retire. This is true of every trade and profession, employee and business owner alike. However, as business owners, there are some risks that you must address. But to do so, you must also be able to differentiate the truth from myth. I recently took a hunting trip to Idaho with some fellow business owners and kept hearing some of the myths around retirement creep into our conversations. That’s why I decided to speak with my dear friend and colleague, Mr. Jeff Jeter CFP®, ChFP®, CEPA® about the risks and myths of retirement. Join me as I share the nuggets of wisdom gleaned from our conversation and uncover the truth about retirement risk and the myths business owners believe.
July 12, 2021

How Much Does It Cost to Hire a Comprehensive Financial Planner?

In my last blog, I addressed a listener question. With today’s entry, I’d like to answer another question. Although similar to last week’s question, this one looks at the cost of hiring a comprehensive financial planner from a different angle. As you read through this entry, you will learn what comprehensive financial planning actually entails, as well as the average cost of hiring a comprehensive financial planner. Whether you’re just beginning to think about hiring a financial planner, or you’ve used one for years, this entry will provide you with some valuable food for thought.
July 5, 2021

What Is the Average Cost of Hiring an Investment Advisor to Manage $1,000,000 or More?

I recently received a listener question that I’m all too familiar with. Over the past twenty years or so, of my career, I’ve fielded one question thousands of times. It’s been asked in a variety of different ways but it all comes down to the same basic point. I’ve even had a few close friends, who have never needed the services of a financial advisor, suddenly come into windfalls that are now prompting them to ask this question. The question? What is the average cost of an investment advisor? More specifically, what is the average cost of hiring an investment advisor to manage $1MM or more?
March 26, 2021

The Steps to Get Started Planning for Retirement for Millennials

Most of the people who come in to talk about retirement are already middle-aged, and the end of their careers is looming within the next decade or so. Sometimes they’re prepared, but more often they’re not. I don’t get the pleasure of working with young couples and individuals as often as I’d like. Yet these people have the opportunity to make the most of their work years. With a little planning, some wise decisions, and a few (minor) sacrifices, they can help get on track for a secure and fun retirement. Add a little luck, and they may even be in a position to extend the fun by retiring EARLY!
February 9, 2021

What Financial Planners Do for Business Owners

I recently received an email from one of my podcast listeners. In it, they explained that they’ve listened to the show for quite a while and that they’ve learned a lot. However, they had a question that I’ve heard several times before. So, I thought that I would dedicate today’s post to answering their question. What do financial planners do for business owners?
December 15, 2020

How To Avoid Christmas Conflicts

Christmas is upon us and it truly is the most wonderful time of the year. Everywhere you look, there are festive and cheerful decorations. The spirit of generosity and goodwill toward men is thick in the air, and so is the wonderful aroma of pies, cakes, and Christmas cookies. Folks, I love Christmas time. But as wonderful as it all is, it brings about its own unique stresses. That’s why I’ve decided that today’s post will discuss how to avoid Christmas conflicts.
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