Episodes
Thursday Nov 21, 2019
Things That Just Don't Work
Thursday Nov 21, 2019
Thursday Nov 21, 2019
Let's talk about some aspects of the financial world that might just not work for your retirement situation.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Thursday Nov 14, 2019
Financial Mythbusting
Thursday Nov 14, 2019
Thursday Nov 14, 2019
There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Thursday Nov 07, 2019
Risk Tolerance
Thursday Nov 07, 2019
Thursday Nov 07, 2019
On today's show we'll help you define an important financial concept known as risk tolerance. We'll also give out some class superlatives to various financial strategies.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Thursday Oct 31, 2019
The Seven Deadly Sins
Thursday Oct 31, 2019
Thursday Oct 31, 2019
We'll take a look at the seven deadly sins and how they manifest themselves in the investment world.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Thursday Oct 24, 2019
Financial Mythbusting
Thursday Oct 24, 2019
Thursday Oct 24, 2019
There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Thursday Oct 17, 2019
Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement
Thursday Oct 17, 2019
Thursday Oct 17, 2019
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Thursday Oct 10, 2019
Things That Just Don't Work
Thursday Oct 10, 2019
Thursday Oct 10, 2019
Let's talk about some aspects of the financial world that might just not work for your retirement situation.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Thursday Oct 03, 2019
Financial Mythbusting
Thursday Oct 03, 2019
Thursday Oct 03, 2019
There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Thursday Sep 26, 2019
Risk Tolerance
Thursday Sep 26, 2019
Thursday Sep 26, 2019
On today's show we'll help you define an important financial concept known as risk tolerance. We'll also give out some class superlatives to various financial strategies.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Thursday Sep 19, 2019
Ask The Right Questions
Thursday Sep 19, 2019
Thursday Sep 19, 2019
You may have a lot of questions about your retirement plan, but do these questions really give you the information you need? Bill and Daniel will give some tips on asking the right questions about your finances.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Thursday Sep 12, 2019
Hindsight 20/20
Thursday Sep 12, 2019
Thursday Sep 12, 2019
Sometimes, circumstances that seem uncertain become much clearer once some time has passed and you've gained more experience. Let's talk about some common decisions that people make in retirement that usually get re-examined later in life.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Thursday Sep 05, 2019
Retirement Statistics
Thursday Sep 05, 2019
Thursday Sep 05, 2019
Learn the different types of risk that could affect your portfolio. Get a gut reaction from Bill and Daniel on some crucial statistics.
Important Links:
Security First Asset Management Website: https://www.sfamga.com/
Contact: https://www.sfamga.com/contact/
Phone: 888-417-6278
Thursday Aug 29, 2019
DIY Retirement Planning
Thursday Aug 29, 2019
Thursday Aug 29, 2019
People love DIY projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design…and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning.
Thursday Aug 22, 2019
Stuff That Just Doesn't Work
Thursday Aug 22, 2019
Thursday Aug 22, 2019
Let's talk about some aspects of the financial world that might just not work for your retirement situation.
Thursday Aug 15, 2019
Financial Mythbusting
Thursday Aug 15, 2019
Thursday Aug 15, 2019
There are plenty of myths out there in the financial world. Let's make sure that the advice you're getting is right for you. We'll also help you ask better questions to your financial advisor.
Thursday Aug 08, 2019
Presidential Quotes
Thursday Aug 08, 2019
Thursday Aug 08, 2019
Everybody loves a good presidential quote. Our goal here is to take quotes from past presidents and apply them to the financial world. We'll also talk about things that just don't work.
Thursday Aug 01, 2019
Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement
Thursday Aug 01, 2019
Thursday Aug 01, 2019
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
Thursday Jul 25, 2019
Ask The Right Questions
Thursday Jul 25, 2019
Thursday Jul 25, 2019
You may have a lot of questions about your retirement plan, but do these questions really give you the information you need? Bill and Daniel will give some tips on asking the right questions about your finances.
Thursday Jul 18, 2019
Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement
Thursday Jul 18, 2019
Thursday Jul 18, 2019
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
Thursday Jul 11, 2019
Retiring Early
Thursday Jul 11, 2019
Thursday Jul 11, 2019
Let's take a look at what it takes for someone to be able to retire early.
Thursday Jun 27, 2019
Presidential Quotes
Thursday Jun 27, 2019
Thursday Jun 27, 2019
Everybody loves a good presidential quote. Our goal here is to take quotes from past presidents and apply them to the financial world. We'll also talk about things that just don't work.
Thursday Jun 20, 2019
Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement
Thursday Jun 20, 2019
Thursday Jun 20, 2019
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
Thursday Jun 13, 2019
Mailbag: Dividends, Robo-Advisors, Working After Retirement
Thursday Jun 13, 2019
Thursday Jun 13, 2019
William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.
Thursday Jun 06, 2019
Mailbag: Reasonable Fees, Retiring Early, 401(k) Contributions
Thursday Jun 06, 2019
Thursday Jun 06, 2019
Pam writes in to ask about what fees are reasonable for an advisor to charge. Charlotte wonders how to plan for retiring early. Regina wants to know about what portion of her income she should contribute to her 401(k). Bill and Daniel will be answering those questions and more.
Thursday May 30, 2019
Mailbag: Inheritance, 529 Plans, & Working With Multiple Advisors
Thursday May 30, 2019
Thursday May 30, 2019
Jacqueline asks what to do about a farm that she inherited. Richard wants to know about the best way to utilize a 529 Plan for college savings. Lillian gets Bill and Daniel's opinion on whether someone should work with multiple advisors.
Thursday May 23, 2019
Mailbag: Diversification, Understanding Your Prospectus, Planning For Medical Issues
Thursday May 23, 2019
Thursday May 23, 2019
Andy is wondering how to achieve proper diversification in his portfolio. Donna wants advice on understanding her prospectus. Meanwhile, Jerry needs to know how to set aside money for health problems in retirement. Bill and Daniel will be answering those questions and many more.
Thursday May 16, 2019
Mailbag: Insurance In Retirement, How Aggressive Should I Invest, Maturing Annuities
Thursday May 16, 2019
Thursday May 16, 2019
Alexus asks about getting health insurance now that she no longer has a job. Ted wants to know how to strike a balance between investing safely and investing aggressively. David is wondering what to do with an annuity that is maturing. Bill and Daniel will answer those listener questions and many more.
Thursday May 09, 2019
Mailbag: Multiple Advisors, Pensions, Budgeting
Thursday May 09, 2019
Thursday May 09, 2019
This week we will be answering listener questions about working with multiple advisors, dealing with pensions, how to go about budgeting for retirement, and much more.
Thursday May 02, 2019
Mailbag: Paying Off Mortgage For Rental Properties, Saving For College Vs Retirement
Thursday May 02, 2019
Thursday May 02, 2019
Al would like to know whether it's advisable to pay off the mortgage on his rental properties before retiring. Maggie asks how much of her savings she should direct to her retirement and to her kids' college plans. Leo has a rare problem: he had more money than he knows what to do with! Bill and Daniel will help solve these problems and more.
Thursday Apr 25, 2019
Mailbag: Dividend Paying Stocks, Robo-Advisors, Working Past Retirement
Thursday Apr 25, 2019
Thursday Apr 25, 2019
William wants to know if dividend paying stocks can factor into his retirement plans. Karen wonders what the deal is with robo-advisors. Holly asks about working after retirement. Bill and Daniel will be answering those questions and more on today's episode.