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| Here is an encore presentation of the January 28, 2023 Candid Coffee on Financial Housekeeping for the New Year: Helpful tips and talk for cleaning up your finances. 0:00 - Welcome & Disclaimer 1:25 - What Financial Independence Means 4:09 - Your Financial DNA 8:25 - Using Financial Guardrails - Annuities & Primary Residence 14:30 - Avoid Crossing Personal Financial Boundaries 18:00 - Lending to Others from the Bank of Mom & Dad 24:00 - RIA's Guardrails for Mortgage & Student Loan Debt 26:50 - RIA's Guardrails for Personal Unsecured Debt 30:02 - Invest in Yourself as an Earnings Machine 34:03 - Good Health/Physical Wellness in Retirement 37:35 - William Shatner at 93 39:49 - Things Rich People Do: Pay Yourself First 43:06 - Ignore Mainstream Media Advice 47:21 - Continue to "up" your game 48:15 - Ignore Your Neighbor 50:38 - The Many Benefits of Diversification 53:44 - When Life Gets in the Way 55:31 - Suggested Reading Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, with Senior Advisor, Danny Ratliff, CFP. ------- Register for our next Candid Coffee, February 11, "Avoiding Financial Infidelity:" https://us06web.zoom.us/webinar/register/4516736327351/WN_sXdoOzQXSAGvPI2jPmDatA -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #PersonalFinance #FinancialHousekeeping |
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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