Step One: Find a trusted financial coach; Step Two: Listen to your coach.
Step One: Find a trusted financial coach; Step Two: Listen to your coach.
What exactly is the “sequence of returns”? The phrase simply describes the yearly variation in an investment portfolio’s rate of return. Across 20 or 30 years of saving and investing for the future, what kind of impact do these deviations from the average return have on a portfolio’s final value? […]
But when will the cryptocurrency bubble burst? Investors are excited about bitcoin – perhaps too excited. Their fervor is easy to understand. On December 18, bitcoin closed at $17,566. Back on September 22, bitcoin was valued at only $3,603.1 Yes, you read that correctly – the price of bitcoin jumped […]
Podcast with Rick McDonald discussing if money can buy happiness (short answer: no) and money’s role in our lives: “We’re stuck on defining ourselves by our money, our wealth, our possessions. And that’s just not really accurate. And it really leads to a lot of dysfunctionality.”
Podcast with Rick McDonald discussing a-ha or epiphany moments when it comes to managing your money: “An a-ha moment is when all of a sudden, you get what it is you’re supposed to do with a portion of money, and you see that pathway to having that goal, that vision come into fruition. And all of a sudden, there’s clarity of purpose. There’s more objective. It’s purposefulness.
Podcast with Rick McDonald, President of the US Advisory Group, about uncovering financial strengths by acquainting yourself with your core values: “We need to understand who we are – what really matters most to us. And our core goals are founded and driven, defined by our values.”
Podcast with Rick McDonald, President of the US Advisory Group, about financial planning and financial game plans with the US Advisory philosophy: “See, most people think financial planning is about money, and it really isn’t. It’s not about money, it’s about who you are, what you are, what you’re trying to do.”
Podcast with Rick McDonald, President of the US Advisory Group, discussing benchmarking the performance of your financial plan.
Podcast with Rick McDonald, the president of US Advisory Group, discussing individual wealth management and all the risks and rewards that come with it.
“We work hard for our money, we need to put it to work, to make, ultimately, this transition from man at work to money at work.”
Podcast with Rick McDonald, the president of US Advisory Group, discussing how financial advisors at US Advisory Group emphasize values over valuables. Rick says, “We talk with people about, well, what are you trying to get accomplished? Who are you? What’s important to you? What’s more important, your values or your valuables?”
