Good Financial Reads: The Value of Financial Planning
Share this
Why You Should Have a Financial Advisor
by Matthew Paulson, Voyageur Capital Advisors
Heads-up, this is a biased and self-serving post. I make my living as a financial advisor, so I am telling you from the start, read this with a healthy dose of skepticism and actively question any assertion I’ve made; message me directly if you want.
And while today I want to convince you of the merits of hiring someone to help with your finances, it’s equally important to note that all financial advisors are not the same. There are bad actors and some questionable practices out there. When I say you should have a financial advisor, I mean a good advisor; the right advisor. This post will be dedicated to helping you better grasp why an advisor can help. Future posts will focus on choosing the right advisor.
[PODCAST] The Value of a Coach
by Eric Roberge, Beyond Your Hammock
Can you DIY or will your way through everything you want to accomplish in your life? Sure. Is it the most effective route that’s going to optimize your results? Debatable.
Today we’re talking about the value of a coach in areas of your life that really matter — the areas that you care about, the areas that make a big difference, and the areas in which you want to go beyond simply “good enough” and truly optimize.
Night Guy Meets Morning Guy: The Power of Visualization in Financial Planning
by Massi De Santis, DESMO Wealth Advisors
Goal visualization is a powerful tool. Formula one drivers visualize every turn of a track before a practice or a race. They even visualize wheel-to-wheel racing with their fiercest opponents. Most elite athletes use visualization. From downhill skiers to runners. Marathoner Meb Keflezheigi visualizes his races in difficult conditions to help get the most out of himself. The same concept applies to life. Arnold Schwarzenegger says the first rule of success is to have a vision for where you are going.
[Video] How a Financial Advisor Helps You Make Progress
by Michelle Smallenberger, Financial Design Studio
Can you think of someone that has helped you make progress in the past? The past would be times like leaving high school, going off to college, your first job after college, or maybe even furthering your career along the way? Personally, I have two friends with the same name, Rachel, and one other friend named Jana. There are other people who I can remember helping me make health progress or supporting me when I moved to a new place. But the point is there are people I can look back on and remember who was instrumental in my life. And really as financial planners that is what we hope to do.
How Financial Planning Helps you Enjoy Life Right Now
by Michael Reynolds, Elevation Financial
"Financial Planning."
Could there be a more boring phrase?
What does financial planning make you think of? Does it conjure up images of sitting in a big fancy office with guys in suits (nothing against guys in suits... I'm sometimes one of them) who want to talk to you about retirement goals and asset allocations?
Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.
Share this
- Financial Planning (575)
- From XYPN Members (562)
- Financial Advisors (472)
- From Our Advisors (422)
- Advice (272)
- Money Management (271)
- Financial Planners (268)
- Finding an Advisor (110)
- Saving and Earning Money (87)
- Finances (73)
- Investing (66)
- Financial Independence (64)
- Millennials (61)
- Retirement (61)
- Budgeting (53)
- Taxes (50)
- Debt Management (40)
- Industry Trends & Insights (37)
- Fee-only advisor (32)
- Investment Management (30)
- College Planning (27)
- Building Your Firm (23)
- Financial Education (21)
- Financial Decisions (20)
- Financial Management & Investment (20)
- Finance for Parents (19)
- Financial Plan (17)
- Working with a Financial Advisor (17)
- Credit (16)
- Homeowners (15)
- Investor (15)
- NextGen (14)
- Saving (14)
- Staffing & HR (14)
- How to Choose a Financial Advisor (13)
- CFP Certification (12)
- Marriage and Money (12)
- Student Loan Debt (12)
- Insurance (11)
- Robo Advisors (11)
- Buying a House (10)
- Charitable Donations (10)
- Credit Cards (10)
- Family (10)
- Health Care (10)
- Virtual Advisor (10)
- Behavior (9)
- Retirees (9)
- Spending (9)
- Wealth (9)
- Advisor Success (8)
- Early Retirement (8)
- Lessons (8)
- Mortgage (8)
- Roth IRA (8)
- Small Business (8)
- Social Responsibility (8)
- Business Owner (7)
- Equity Compensation (7)
- Investment Planner (7)
- Kids and Money (7)
- Life Insurance (7)
- Recession (7)
- Savings (7)
- Stock Market (7)
Subscribe by email
You May Also Like
These Related Stories