Dec 18, 2019
The Story of the Mexican Fisherman has been bouncing around the internet for years in one form or another. It’s been an inspiration to many, that live in the rat race or try to keep up with the Joneses, to slow down, reassess their situations, and really think about the lives they want to live.
For more information,...
Nov 27, 2019
There can be quite a bit of confusion over how and where your assets are actually held when you have an investment account in general or when you have an account with a registered investment advisor (RIA) firm like Eagle Ridge Wealth Advisors. This week, Tim covers what a custodian is and does and how to avoid getting...
Nov 20, 2019
This week we dig into Social Security. Optimizing Social Security is one of the biggest value-adds a good advisor can provide to the retirement planning process. Tim talks about why you shouldn't claim Social Security benefits just because you can, how important Social Security is for so many Americans and why...
Nov 13, 2019
The investment landscape has greatly changed since the 1980s. Economic and societal change along with longer life expectancies are leading to recommendations of a greater allocation to equities if the client's risk tolerance will allow for it.
This week Tim summarizes a recent MarketWatch.com article about Bank of...
Nov 6, 2019
This week we will continue with the theme of tax planning. Tim covers a listener question: Will capital gains push me into a higher tax bracket? Then he gives some thoughts on the financial advice industry as a whole.