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Ep #7: How To Create A WINNING Budget

Ep #7: How To Create A WINNING Budget

Budgeting can seem to be such an important part of life. People usually need to budget for items such as houses, cars, and children. It can be overwhelming to think about being able to afford these costly expenses. Let’s break down a few budgeting techniques that might help you save for your next big purchase.

Ep #6: Portfolio Design – Measuring Risk

Ep #6: Portfolio Design – Measuring Risk

This episode is the third installment of the Portfolio Design series. Risk is a huge factor to consider when designing any portfolio, but how do you know if you’re taking on too much, or too little risk? Taylor explains a few factors to consider and some ways to even calculate the risk in your portfolio.

Ep #5: Portfolio Design – Why International?

Ep #5: Portfolio Design – Why International?

We continue our discussion last week on how to design a portfolio. This time we key in on international investing. There are a plethora of articles that explain why you should not invest in international companies. Do these articles have a point? Taylor will discuss what exactly comes with international investing and how it might affect your portfolio.

Ep #4: Portfolio Design – Benefits Of A Market Correction

Ep #4: Portfolio Design – Benefits Of A Market Correction

Do you wonder what investments you should or shouldn’t be in? We’ll talk about some of the details behind that conversation as we analyze how to design a portfolio. And a market correction might sound like the kind of thing that would impact your financial plan poorly. However, we’ll talk about some of the benefits that come along with a market correction on today’s podcast.

Ep #3: The Power Of Tax-Free Income: Frequently Asked Questions

Ep #3: The Power Of Tax-Free Income: Frequently Asked Questions

Hopefully after our last two episodes, you’re really starting to see the benefits of tax-free income. So now, we’ll take a look at some of the most common questions Taylor receives about tax-free investments. What’s the best way to convert your IRA into a Roth? How long should that process take? When you start withdrawing from your investments, which should you dip into first: taxable or tax-free? Taylor will tackle these questions and much more.

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