Posts tagged new year
Ep 62: The Great Hodgepodge Episode of 2022
Ep 62: The Great Hodgepodge Episode of 2022

You've heard of the Great Resignation. The Great Reset. The Great Georgia Bulldogs. Well now comes the Great Hodgepodge Episode of 2022. To kick off the new year, we're tackling several different headlines, news items and concepts across the financial planning landscape. We'll break down some impacts of the Great Resignation, talk about Social Security, inflation, supply chain issues, and see why Brian's previous baby boom suggestions have actually come to fruition. Join us as we set the stage for what you need to know to understand the economy and major headlines as we go head first into the new year.

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Podcast BrianBrian DoeLivingworthfinancial advising, retirement planning, fiduciary, Main Street Financial Solutions, great resignation, new year, 2022
Ep 39: Hindsight Is 2020
Ep 39: Hindsight Is 2020

Has the pandemic turned you into a hunk, a drunk or a chunk? As many commit to New Year's Resolutions about getting in shape physically, we hope you'll resolve to get financially fit in 2021. Brian walks us through some things you can do to organize and consolidate your financial affairs. Plus, meet Linda Montgomery, the Client Services Specialist at Livingworth Wealth Advisors with more than 20 years of experience in the banking and financial services industries. She'll share her knowledge and personal stories about durable powers of attorney, fraud protection, and more.

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Podcast BrianBrian DoeLivingworthfinancial advising, retirement planning, fiduciary, Main Street Financial Solutions, market, resolutions, new year
Ep 13: 2020 - I Can See Clearly Now
Ep 13: 2020 - I Can See Clearly Now

To kick off the new year we're going to tackle one of the most popular financial investment vehicles out there... the 401(k). Why is it a bad thing to be a "401(k) Millionaire" and just how big of trouble are you in if a majority of your savings is hanging out in one of these accounts? We'll answer those questions and more as we look to start the new decade off with some clarity and a well defined financial resolution.

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Podcast BrianBrian DoeLivingworthfinancial advising, retirement planning, 2020, new year, 401(k), savings