June 2009
4 posts
Episode 9: Does It Make Sense to Work with a...
This episode marks the beginning our discussion about whether it makes sense for you to work with a financial planner or advisor.
To start we discussed the Secret Society of Real Financial Planners (SSofRFP). The financial services industry appears really complex. It’s hard to define what it really means and what you’ll get from a particular individual. Despite the horror stories...
Episode 8: J.D. Roth of GetRichSlowly.org Joins...
Today’s episode featured J.D. Roth of GetRichSlowly.org. J.D. was kind enough to share his story about how he managed to change his spending habits after racking up a significant amount of debt. In 2004, J.D. discovered Your Money or Your Life and Total Money Makeover and started making changes in how he dealt with money. He wrote an article called Get Rich Slowly that eventually led to a...
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Episode 7
The financial plan is only the first step. Today’s show discusses what happens after you define where you are and what’s your destination. The reality is that even though you’ve made a plan and you’ve set your goals, things change. You’re rate of return was less; your daughter wants to go out-of-state for college; you get a bigger than expected bonus.
For each of...
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Episode 6
Our sixth episode that aired this week continues our discussion about values and about how we build our financial plans to match those values. As Bill points out, there’s a lot of people who have an idea how they WANT their lives to unfold, but aren’t sure HOW to make it happen.
I’m noticing among my friends that things, financially, are starting get serious. In 8-10 years, I’ll have three kids...