Oct 29, 2019
In Episode 3, “How Financial Planning Helps You Make Big Decisions” we discussed the planning process and the steps we take to develop a financial plan. Today, we continue with the next stage in the process and explore HOW we go about selecting the specific investments used to execute the plan. As part of the...
Oct 15, 2019
In the second episode of our Financial Professional Education Series, Jeni Nunn, Realtor at Coldwell Banker joins us to share how she helps clients buy or sell their home. Our conversation focuses on the first-time homebuyer experience, multi-generational solutions, and the creative approaches to buying in the...
Oct 1, 2019
In this episode Kim and Victor explore how financial planning can help individuals and families with big decisions including: buying a home, paying off student loans, and preparing for retirement. Using financial planning software, Kim and Victor share how they can create multiple scenarios and simulate a financial...