Three Automations to Improve the Flow of Money in Your Life
by Michael Reynolds, Elevation Financial LLC
Doing all the “right” things with money can be a challenge. And spoiler alert: there is no one “right” thing.
Intellectually, we know what will help us achieve success. Save money. Avoid debt. Invest in retirement accounts. Budget. The list goes on and on.
How Much to Save in 2023
by Eric Roberge, Beyond Your Hammock
Here’s our 4-step framework to help you hone in on a savings rate that’s right for you.
If you ask 10 different people how much to save per year to set yourself up for a secure financial future, you will probably get at least 15 different answers. Talk about confusing!
A Top Economist's Take on Personal Finance With Dr. Laurence Kotlikoff
by Grant Bledsoe, Three Oaks Wealth
Economics applies to every industry at the individual, national, and global level. In this week’s episode, we have a distinguished guest who is on a mission to make economics useful at all levels. Dr. Laurence Kotlikoff is an economics professor at Boston University. He is also the author of Money Magic, a personal finance book written from an economist’s standpoint. Today’s podcast examines his book and financial outlook, which frequently counters conventional economic theories. Throughout the podcast, he shares his experience in handling personal financial decisions while also discussing some insightful observations about the state of our country.
Money Is Not a Math Problem: How Using Numbers Alone Leads to Irresponsible Planning
by Eric Roberge, Beyond Your Hammock
“It’s irresponsible to use math alone to build a financial plan,” says the Certified Financial Planner with a bachelor’s degree in finance and accounting from the number-one entrepreneurship college in the country.
Wait, what?
Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.
