Last year was a rough year in the market, but it’s hard to attribute it to any one particular trend. It was more a confluence of various factors. On today’s show, we’ll review some of the absolute worst days, weeks and years in market history, what caused them and what we learned.

It’s time for another mailbag episode, and we have some great topics to discuss. This episode could really help if you’re looking to improve your financial situation and prepare for retirement.

On today’s show, we’ll share some examples of generosity and how that can work with your overall financial plan. If giving is a priority to you, we want to help you craft a plan that gives you the most flexibility to allow that to happen.

Almost everyone likes the idea of a healthy bank account. But can there be too much of a good thing?

Today we’ll share what a Roth conversion is, why it’s worth considering and some common mistakes we see people make with them.

Today we’re chatting about the characteristics of financial advisors. Everyone has different personalities, but what should you look for in an advisor? How much should likeability and listening skills play into the person you choose?

Today’s show combines two fun topics – finances and football. Believe it or not, planning for your financial future has some similarities to the sport of football. In retirement planning, some people try to be successful without having a coach at all. Others keep the same coach that they’ve had for years, even though things aren’t working out with him.

We’re opening up the mailbag today to answer your questions. We got a lot of good feedback, including questions about taxes in retirement, using investments to pay for a car, and more.

If you have a financial advisor or are thinking about getting one, you might be wondering how we are paid. There are several different ways that financial advisors can be paid, but which way is the best for you?