Financially Speaking Podcast

When Financial Plan Go Awry

June 26, 2015

A recent article in Financial Planning (June, 2015) pointed out that some advisors spend decades working with their client’s plan for retirement, only to see that plan fall apart.   It seems that the most often mentioned reasons were...

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basic fiduciary principals behaviorial economics; investment decisions consumer debt; economic trends correction diversified don't panic Dow Jones Federal Reserve financial advisors; giving investment advice global stock market; global economy historic interest rates inverted yield curve investing Investing 101 investing in 401(k) plans investment decisions investments investments; inflation; real returns investor fears market timing; investment philosophy; wealth management recession Retirement at age 65; lifetime funds; target date funds risk tolerance stay calm stock market Stock market worry technology; personal technology volatility

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