Posts tagged Investment advice
#237 Surviving Market Volatility with Michael Goodman

Have the recent market swings freaked you out? Listen to the wisdom of CPA and CFP Michael Goodman and you will likely feel a lot better. Michael is the President of Wealthstream Advisors and began his career in financial services as a CPA, before opening the doors to his own financial planning and investment management firm.

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When those white-knuckle market gyrations occur, Michael says go back to the basics and remind yourself why you are investing and what your long terms goals are. He also makes the case that some people do not need advisors and can go it on their own.

Allison's husband is in the market for disability insurance, but when we were able to dive into the details of their lives, it became clear that there were many more issues than DI!

Brian needed advice about how to maximize his retirement plan contributions and Paul asked about consolidating retirement accounts.

Thanks to everyone who participated this week, especially Mark, the Best Producer in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
#236 Credit Reform with John Ulzheimer

There are big changes afoot in the credit reporting industry-credit expert John Ulzheimer joins the show to explain what consumers need to know! While we had him, John provided identity theft protection tips, which are especially important as we look towards the holiday season frenzy!

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John (aka "the Credit Czar") explained the new credit reporting changes that will help consumers, why it is important to check your credit report (only 4 percent do it!), how medical debt will be handled in the future and how we can be the best stewards of our personal information. As John said, there is "NO SUCH THING AS SECURE DATA!"

We also talked to Jeff and Eric, both of whom are in their early fifties and trying to strategize about retirement.

Thanks to everyone who participated this week, especially Mark, the Best Producer in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
#235 The Labor Day Show

As Serena Williams tries to make tennis history, tune into the Grand Slam of money shows! We started with Bob, who is 72 years old. Half of his $3 million nest egg is invested in rental real estate: Is that too much?

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Michael and his wife are in their late 40's with two teenage boys. Is their asset allocation appropriate or are they too heavily invested in equities? Michael also expressed frustration over finding a fee-only advisor.

Meanwhile, John is trying to decide between using a financial adviser or doing it himself and Felissa wanted to know whether her approach for her non-retirement funds should be similar to that of her retirement account.

Thanks to everyone who participated this week, especially Mark, the Best Producer in the World. Here's how to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE