In Ep. 037, Tim talks with Ashby Daniels. A CFP and retirement planner in Pittsburgh, Ashby focuses on folks ready for retirement. They discuss things to consider when approaching retirement, things to avoid when approaching retirement, and a handful of Ashby’s blog posts as well. Planning for retirement is one of the biggest goals in a person’s life. Find out how to make it more manageable in this episode!
Archives for September 2018
In Ep. 036, Tim talks with Dan Gallagher. Dan recently finished a 30-year career in financial planning, having attained top industry credentials (bio & more at AuthorDan.com), beginning his retirement with his forthcoming book The Secrets of Successful Financial Planning (SSFP). Dan discusses the 6 key components to a financial plan, and sheds light on some actual secrets and poorly-knowns of the financial planning world that consumers and professionals both need to understand. A fifth of the book is comprised of thirty emotion-packed stories of client tragedy and triumph (money decisions affect personal relationships). SSFP reaches bookshelves September 25, 2018. Be sure to pick up a copy, and enjoy the episode!
In Ep. 035, Tim talks with Peter Lazaroff. Peter is the Co-Chief Investment Officer for Plancorp and BrightPlan. He is a CFA, CFP, and their firms focus primarily on financial planning for clients. We talked about how Peter got started in the industry, how he knew he wanted to “work with stocks” from a very young age, how to avoid lifestyle creep, reverse budgeting, and why Peter believes the “active vs. passive” debate is all wrong. We also talk about his favorite St. Louis Cardinals, and what the most valuable things an MLB manager and an investment advisor can bring to their team.
In Ep. 034, Tom talks with Drew Anlas from NJ Lenders Corp. They discuss Drew’s beginnings in the mortgage business, as well as the number of different environments for getting a mortgage Drew has seen over his 34 year career. They talk about 2003-2006 and what led to the housing collapse in 2008, as well as what it’s like getting a mortgage today. If you’re confused by the mortgage process, this episode is for you!