Tag Archives: Retirement

Strategic Planning for the Everyday Family
avatar

financial plan is like a blueprint

Taking the Next Step with your Finances For several years now, my wife and I have been doing well with our finances. I haven’t used a credit card since 2006 or so, and my wife only has a Kohls card … Continue reading

Posted in Budgets & Spending Plans, Building Wealth, Personal finance, Relationships & Money, Retirement | Tagged , , , , , , , | 7 Comments

April Financial Literacy Month: April 19, 2012
avatar

Jeff Rose from GoodFinancialCents.com tells us how mutual funds are like chicken and vegetable soup. It’s convenient: You don’t have to measure out the ingredients or even chose what goes into it. The hard work has already been done for … Continue reading

Posted in Personal finance, Retirement | Tagged , , | Leave a comment

April Financial Literacy Month: April 16, 2012
avatar

In today’s video, Marc Prosser describes the differences between Stocks and Bonds Stocks: You own a part of a company. When a company makes profits you do well. You can get a piece of those profits back in the form … Continue reading

Posted in Building Wealth, Personal finance, Retirement, Video Posts | Tagged , , , , | Leave a comment

The Power of Four Little Letters: R-O-T-H (Followed by IRA)
avatar

Roth IRA Movement

Why the Roth IRA is so Powerful I love the Roth IRA. Traditional IRA’s are pretty cool too, what with the tax deferred gains and all. But Roth IRAs are really cool. If you already have a Roth IRA, you’re … Continue reading

Posted in Building Wealth, Retirement | Tagged , , , , , | 5 Comments

089 Financial Excellence: How Much do you Need to Retire?
avatar

Living In Financial Excellence
Play

Join the forum discussion on this post Podcast: Play in new window | Download | Embed Episode 89: How much money does it take for you to retire? Dec 13, 2011. Today I welcome special guest Pam Otten, financial adviser … Continue reading

Posted in Living In Financial Excellence Podcast | Tagged , , | 7 Comments

066 Financial Excellence: What Investors Should Know about Diversification
avatar

Play

Join the forum discussion on this post Podcast: Play in new window | Download | Embed Episode 66: (Live Show) What every investor should know about asset classes and diversification with guest Pamela Otten, June 28, 2011. Today we welcome … Continue reading

Posted in Living In Financial Excellence Podcast | Tagged , , , , | 3 Comments

How to Unlock your Wealth Building Potential
avatar

It’s not about the interest rate There are so many articles and blog posts out there that talk about how to get the best return for your money. They talk about this investment and that investment, tax-deferred investments like 401(k)’s … Continue reading

Posted in Building Wealth, Personal finance | Tagged , , , , , , | Leave a comment

Financial Literacy Month Question of the Day: April 20, 2011
avatar

http://youtu.be/vA10De0FiAU

Josh Levitt from LevittCoaching.com wants to know what you think: What is the best way to start investing for retirement? A) Invest in a Roth IRA B) Invest in a 401K up to your employer’s match C) Buy a house … Continue reading

Posted in Building Wealth, Personal finance, Retirement | Tagged , , , | Leave a comment

Financial Literacy Month Question of the Day: April 16th, 2011
avatar

  Matt Wegner asks us this challenging question today:   When saving money, what should be your first priority?   A) College funding B) Emergency fund C) A new car D) Retirement   Here is the direct link to view … Continue reading

Posted in Personal finance | Tagged , , , | Leave a comment

Financial Literacy Month Question of the Day: April 8, 2011
avatar

Financial Literacy question of the day. Our question today comes from the Enemy Of Debt ,Brad Chaffee, for Friday April 08: What is most important to you financially? A) Building retirement B) Become debt free for life C) Owning a … Continue reading

Posted in Personal finance | Tagged , , , , | Leave a comment