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The Investment Playbook Show

Jun 30, 2022

What economic condition are we in today? Sure, the economic condition matters to help you decide what you need to do next in your financial planning, but what do I need to take into consideration? Call now to schedule your complimentary Next Steps Meeting at 800-928-4001.

 

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Jun 29, 2022

How do you know where "A" dollars and "B" should be invested? When faced with a buffet of options, which one should you choose first? In this segment of Your Retirement Playbook, we will break down the things you need to consider before choosing. Call now to schedule your complimentary Next Steps Meeting at...


Jun 28, 2022

Golf is a lot like financial planning. Life is a series of decisions based on shots in the current conditions. Financial planning is a series of decisions based on shots and conditions. Golf is just like financial planning; we tend to compare our golf score with that of our friends, the people playing. When...


Jun 21, 2022

How did that wind up in your portfolio? I've been married for 34 years, and when we meet new couples, they always ask one question, "How did you meet"?! In this segment, we will get into the nitty-gritty of how you got tangled up with your investments and what to do when it is time to separate. Call now to schedule...


Jun 17, 2022

Dopamine is an interesting thing according to a book I'm reading called “Habits of a Healthy Brain”, by Loretta Graziano Breuning. Four chemicals are produced inside of our brain that provide different emotional contexts –Serotonin, Dopamine, Oxytocin, and Endorphins. The one we are going to talk about today is...