Description
If you currently have a pension, Nate gives insight into a unique opportunity for pensions in 2022. With Elon Musk finalizing the deal to acquire Twitter we discuss the implications for free speech and the debate of how much freedom we are willing to give up for security.
We hope you enjoy this week's episode.
Estate planning is the most overlooked segment of the financial planning process. In this episode we discuss will basics. What happens when you die with a valid will? What happens when you die without a valid will? What can you do to ensure your assets transfer appropriately, and make sure you...
Published 07/31/24
There are many metrics that can be used to measure the performance of your portfolios. These benchmarks should be appropriate for your time horizon (how long you have until the money will be needed). One seldom used benchmark is a multiple of assets compared to income. This benchmark is often...
Published 07/10/24