Archives: Posts

BFM 021: Insurance Reminders

Insurance is one of the most important components of your financial plan. There are a lot of things to consider, so we will discuss it on this episode of the podcast!

BFM 020: IRA Accounts

Let’s talk IRA Accounts in this weeks’ episode of the podcast. IRA Accounts are incredibly important to the average American. Opening an IRA Account is a simple step and provides so many savings benefits. There are pros and cons to the various IRA accounts, so find out which ones are the best for you!   …

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BFM 019: Goal Based Investing – How Can You Set Solid Financial Goals?

Goal based investing is a popular term in the financial community. What are the advantages of this approach? I cannot overstate the importance of financial goals. Everything starts with the establishment and execution of your personal financial goals. You have to decide exactly what goal based investing means to you. My financial goals will be …

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BFM 016: Why Is It So Difficult To Talk About Money?

Most people would rather sit in a dentists’ chair than talk about money – why is it so difficult? We will discuss the emotional aspects of money in this podcast and how you can find ways to discuss money in a productive way!

BFM 013: The Mid-May Check Up

The month of May is typically a time where people struggle to maintain the momentum from the beginning of the year. How are you doing on your goals? Have you addressed some important financial items that require annual attention?  

BFM 012: Dumb Luck and Market Timing

I have had two times where I was successful in “timing” the stock market. How did I do it? I was fortunate. This episode discusses why the odds are against when you try to time the market and why a good consistent strategy in a well-diversified portfolio is your best chance for success!