Previous post Next post

Financial Housekeeping (1/28/23)

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:"
Get more info & commentary:
SUBSCRIBE to The Real Investment Show here:
Visit our Site:
Contact Us: 1-855-RIA-PLAN
Subscribe to RIA Pro:
Connect with us on social:
#InvestingAdvice #PersonalFinance #FinancialHousekeeping
Full story here Are you the author?
Lance Roberts
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.
Previous post See more for 9a.) Real Investment Advice Next post
Tags: ,

Permanent link to this article:

Leave a Reply

Your email address will not be published.

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

This site uses Akismet to reduce spam. Learn how your comment data is processed.