We go over an article we found that discusses a few things you should do before the year comes to an end. We talk about some of the important things to get done before the year is over as well as some of the not so important things! Let us know what you think and thanks for listening.
Here we discuss bad financial information on social media. There is bad information everywhere, but we notice it the most on social media over the past few years due to its popularity and ability to reach millions of individuals. Articles with crypto currency experts and ads titled "This stock could be the next ___ (ex. Apple, Amazon)" are too common. A lot of big platforms are doing their best to minimize the spread of bad information and poor sources, but in the end just make sure to do some extra research yourself. Be careful out there!
Happy Thanksgiving! We (Colin and Ryan) share their key advice that they would give to anyone they meet. There is not much cookie cutter advice out there, as everyone has their own personal financial situation, but there are a few pieces of advice we think everyone can benefit from. We talk about online savings accounts and getting started planning early. Thanks to Lori, our main compliance reviewer for LPL Financial who gets all of our content out on time. Happy holidays to you!! Let us know what you think!
We are back after a hiatus of a few months. Sorry for the lagging of content. We were helping a lot of clients and working hard but we are back and making the time to bring back the podcast as strong as ever. Stick around because we have a lot of new cases and topics to talk about.