Common Retirement Money Mistakes

One of my retired clients is fond of telling me, “Growing old is not for the faint of heart.” As we age, it becomes increasingly important for us to have a support system that will advocate for us, or “have our back.” Putting such a support...

No Free Lunch, No Free Investing

“There ain’t no such thing as a free lunch,” my Grandpa once told me. The adage suggesting you can’t get something for nothing seems to have bitten millions of unwitting investors who used a popular trading platform. This summer, my 19-year-old son...

Investment Decisions And Political Passion

“How will the outcome of the U.S. election impact retirement planning, and what actions are you taking now?” Financial Planning Magazine asked 320 financial advisors this question. Nine out of 10 believed the election would have a lasting negative impact...

“Shoulds” Can Block Saving For Emergency Fund

For many Americans, one painful lesson of 2020 has been a first-hand demonstration of the importance of having an emergency fund. Yet knowing such a reserve matters is a far cry from creating one. According to BankRate, 72% of Americans don’t have an emergency fund...

SDPB Radio – Spending Too Much During The Holidays?

Spending Too Much During The Holidays? by Lori Walsh | In The Moment...December 16, 2020 Show 962 Hour 1 https://kahlerfinancial.com/wp-content/uploads/2020/12/Spending-Too-Much-During-The-Holidays.mp3 In The Moment … December 16, 2020 Show 962 Hour 1 People tend to...