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Recent Episodes
21. Planning For The Unexpected, Part One
If the past year and a half has taught us anything, it is that life is full of unexpected events and changes, including personal emergencies, world...
20. This is How to Write An Effective Financial Plan
By writing an effective financial plan, you can focus on achieving your goals and focusing on the things that matter most in your life. In this episode,...
19. Five Key Steps to Take Before You Retire
Don’t make the mistake of retiring too soon! You just might regret it in the future. To help you find the right time to retire, in this episode, Jose...
18. 10 Tips to Help Empower Women Investors
Women still earn less money than men for the same role, but they tend to live longer—which means that every woman should have her own financial plan...
17. Riding Market Highs
Before making an investment decision, ask yourself, “Should I invest in the market now?” But at the end of the day, investors are being reminded...
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