Watch this video on YouTube What’s your net worth? Financial professionals like me think nothing of asking clients this question. If the tables were turned, though, and clients or prospective clients asked the same question of us, how would we respond? Every now...
Watch this video on YouTube “It’s not just shopping, it’s retail therapy.” As a bumper sticker or a joke between friends, this may be amusing. For those who shop to relieve stress, it’s not nearly so funny. Medicating or soothing painful...
Watch this video on YouTube “I see that firm’s ads everywhere.” “His books are best-sellers.” “That advisor does all kinds of free seminars for retirees.” “She’s on TV all the time.” When a financial advisor,...
The “Focus” program with news director Jack Caudill on KEVN Black Hills Fox recently featured a panel discussion on financial planning. Rick was one of the guests, along with Jeff Wangen from Waddell and Reed and Terry Mills from Consumer Credit...
Watch this video on YouTube “How much money do you make?” We don’t ask people that question, but we’d love to know the answer. In this country, we’re fixated on a person’s annual income. That’s the primary measure we use to...
Watch this video on YouTube High school graduation is a time of optimism and possibilities. Commencement speakers all over the country urge graduates to follow their dreams and reach for the stars. But when it comes to funding the education you need to fulfill those...
