New York Times columnist and CFP Carl Richards joins us in the basement on today’s epic length show to talk financial planning. How long is your plan? If it’s more than one page, Carl will help you shorten it today with tips on where to focus, how to view advisors and your plan, and most importantly, what to ignore. As always with Carl, you’ll learn and laugh.
But that’s not all! The Evil HR Lady is back and she’s delivering the goods! This week she talks about doing your happy dance at work! Why? How about the dance you do when you find out the wicked witch in your office is finally quitting. Yeah! Should you feel guilty? She’ll let you know.
CFP Katie Brewer sits in the co-host chair this week, and with Joe answers listener letters, talks REITs, and shares her thoughts on the Mindy Project television series.
Enjoy! Thanks to MagnifyMoney.com for sponsoring our podcast.
<> Open – Intro to Guest Co-Host CFP Katie Brewer
About Katie: She is a financial coach to professionals of Gen X & Y and the president of Your Richest Life. She has accumulated over 10 years of experience working with clients and their money. Katie has been quoted in articles in The New York Times, Forbes, and Real Simple. She regularly speaks to groups and writes about financial planning topics.
Have you compared your checking account against others on the market? Wouldn’t it be awesome if there were a place where you could find out how your checking, savings AND credit cards stacked up against others? Guess what? You’ll thank us later because if you go to StackingBenjamins.com/MagnifyMoney the team there will solve ALL of your comparison problems AND without asking you for personal information.
<> Newsreel Headlines
– Learnvest sale
– Quizzle sale
– A Guide To Not Retiring (MarketWatch)
<> Carl Richards – The One Page Financial Plan
Get the book (our affiliate link helps the show! Thanks!)
Carl’s Website: BehaviorGap.com
<> Your Letters/Reviews
Frank – Bitcoin
Here’s the video Frank recommended:
Michael – Disability and Long Term Care Insurances
<> End Show/Movies & Television Shows