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FEFP: A Financial Planner’s Guide to Credit Cards, Debit Cards, and Cash (EP96)
Are credit cards still worth using with all the fees being passed on to consumers? In this episode, Tommy and John dive into a hot topic on their minds lately:…
Are credit cards still worth using with all the fees being passed on to consumers? In this episode, Tommy and John dive into a hot topic on their minds lately:…
Are political beliefs impacting your investment strategy? About the Episode: •Why the market moves independently of political shifts •Designing a…
Are you maximizing your FERS pension benefits? About the Episode: •Key strategies for federal employees to boost retirement •Differences between…
Are you keeping your estate plan up to date after a move? About the Episode: •Legal implications of moving between…
Are you making the most of your mortgage options? About the Episode: •Specialized advice federal retirees need •Key mortgage moves:…
Are you your own worst enemy? About the Episode: •When to start thinking about insurance •Common biases that can hold…
When are you ready for a financial planner? About the Episode: •If you’re ready to hire a financial advisor •The…
Are you wealthier than you think? About the Episode: •How to activate your millionaire powers •The importance of proactive financial…
What we learned from our strategic planning meeting season. About the Episode: •Why we hold strategic planning meeting seasons •The…