
Season 1
Episodes
07 - How to Handle Market Anxiety
Thoughts on current volatiltiy. How to handle market anxiety. What should you be thinking? How do you hold on during all this volatility?
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05 - How Advisors Are Paid
Do you know how your financial advisor gets paid? In this video, we'll break down the three most common compensation models and help you understand which one is best for you.
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04 - Tips for Budgeting & Spending Less
Struggling to cut back on impulse purchases? Having trouble sticking to a budget. Check out this episode for an interesting discussion with Freddie and Leibel on how to take control of your personal finances.
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03 - Downsizing...What You Should Consider First
What are the pros/cons of downsizing? When looking at HOA vs Condo what should you consider?
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02 - Inflation Scares
How do you plan to cope with inflation throughout your retirement, especially if you are or plan to retire early?
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01 - How to Think About Roth Conversions
Should I do a ROTH conversion? When should I do it? Get the essentials you need to know.
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