MFA PODCAST 2 A Simple Plan - Asset Allocation In 5 Holdings Or Less
Release Date: 06/18/2025
MFA PODCAST 28 - The Not-So-Boring Mid-Year Review - Embrace The CHAOS!
The Financial Advocate
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MFA PODCAST 27 DON'T CONFUSE VOLUME WITH VALUE - THE 1-2 PAGE FINANCIAL ACTION PLAN
The Financial Advocate
In this episode of the Financial Advocate Podcast, host Colin Meeks discusses the trap of confusing volume with value in financial planning. Using the analogy of an experienced carpenter who charges for knowing where to hammer a nail, Colin explains how lengthy, complex financial plans often lead to inaction. Instead, he advocates for a simplified, one-to-two-page approach focusing on two to three clear, actionable steps. He shares practical examples, such as consolidating accounts and optimizing interest rates, emphasizing that concise, targeted planning drives better results than...
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MFA PODCAST 26 Beyond The Portfolio - What Real Financial Peace Looks Like
The Financial Advocate
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MFA PODCAST 25 - Schools Out - Your Summer Financial Housecleaning
The Financial Advocate
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MFA PODCAST 24 - The Switch That Wont Flip - How To Spend Money In Retirement
The Financial Advocate
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MFA PODCAST 23 - The 2026 ABLE Revolution
The Financial Advocate
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MFA PODCAST 22 - The Human Dividend - AI and Financial Planning
The Financial Advocate
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MFA PODCAST 21 - The Tax Return Autopsy - 5 Hidden Opportunities In Your 1040
The Financial Advocate
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MFA PODCAST 20 Roth Conversions - Not An All Or Nothing Decision
The Financial Advocate
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MFA PODCAST 19 - The Fear Of Spending Down - Helping Retirees Overcome The Emotional Hurdle Of Decumulation
The Financial Advocate
info_outlineDon't get caught up in the hype. You can be well diversified in a simple, low cost, liquid portfolio that covers all the asset classes you need in 5 holdings or less. Click here for a sample portfolio.