Wright Money Tips

Wright Money Tips header image 1

Football & Financial Planning

Football is back in most parts of the country, so it seems like a good time to see what we can learn about financial planning from the boys on the gridiron.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Catching Up With Isaac Outside Of The Financial World

Let's take a brief break from the financial talk and check in with how Isaac has been holding up during this historically topsy-turvy year of 2020.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Retirement Rumors

People say a lot of things, but that doesn’t necessarily mean they know what they’re talking about. So when people say they heard something about a financial decision they should make, there’s a good chance that what they heard isn’t actually what they NEEDED to hear.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Financial Crisis, Or Opportunity?

Where some people see a crisis, others see an opportunity. It could be your mindset, or maybe it's the circumstances of your life. Isaac will explain how these situations might be viewed differently and why some of these crises might be an opportunity for the right person.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Good And Bad Financial News

We take some financial good news, bad news situations and ask Isaac his thoughts on it. As most people prefer, we’ll give him the bad news first.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Helping Classic TV Characters With Their Financial Planning

Even though these are fictional characters, we see their personalities all the time in real life. Isaac will explain what their personality looks like when it’s manifested in a real person and what he would do to help that client.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Crying Wolf In The Financial World

There are plenty of people in the financial world that are guilty of crying wolf. Because they always preach the same message, we just have to eventually tune them out. Isaac will gives us examples of times that he has seen people make bad financial decisions because they’ve been influenced by one of these wolf-criers.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

The Benefit Of Financial Hindsight

The phrase “knowing what we know now” is mostly worthless. Just think about that phrase in context of the coronavirus. Would we have done things differently in January or February “knowing what we know now?” Almost certainly.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Building Your Financial House

When building a home, you need a strong foundation and structure to keep you safe and secure. Those same elements should be part of a well-built financial plan. Let's talk about some ways you can make sure you have your financial house in order.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Risk Realignment

During these volatile times in the market, it's more important than ever to assess whether you are taking the right amount of risk with your investments. Taking the time to realign your risk could save you a lot of headaches in the months and years to come.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Are You Making Excuses To Not Retire?

Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

The Coronavirus Financial Shopping List

Although the Coronavirus has created plenty of hardships for our communities, from a financial perspective it's also providing us with many opportunities. Isaac will give us some quick-hitting suggestions on today's show for some investing moves you can think about making in the current market.

 

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Coronavirus Lessons To Help Us Better Prepare For The Next Crisis

Hopefully the coronavirus economic disaster is a once-in-a-lifetime type of event. But there will certainly be some other crisis in the future that you need to be prepared for. Let’s talk about some of the lessons learned so far that will help you next time - if you weren’t prepared this time around...

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Underrated Items In Financial Planning

This topic is simple. Things related to your money, finances, and retirement that should get way more attention and excitement. Let’s give them the love they deserve on this episode.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

The Biggest Assets In Your Retirement Plan

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle…

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

How The SECURE Act Will Change Retirement

After it simmered in Congress for a year, the SECURE Act is now law. If you have a retirement account of any kind, or will one day inherit a retirement account, this will affect you.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Self Sabotage In Financial Planning

With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Taking Out The Trash

Sometimes you just need to go through your financial life and take out the trash. Let’s talk about the things that might need to be thrown out…

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Financial Security

“Financial Security” might mean different things to different people, but for nearly everyone, making sure that they achieve their own definition of security is the most important part of their retirement plan. So, how do you define financial security? On today’s show, we’ll cover some of the popular responses we hear from clients during the planning process.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Life Insurance Mistakes

If life insurance becomes part of your retirement plan, you need to make sure you’re able to cash in on a claim should the situation arise. Unfortunately, people make mistakes that end up preventing that from happening. We’ll tell you about those and what you can do to keep that from happening.

Important Links:

Financial Dynamics Website: https://financialandestateplanning.com/

Schedule A Call: https://calendly.com/financialdynamics-inquiryteam/30mincall

Call or Text: 804-777-9999

Play this podcast on Podbean App