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_outlineSecurities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. No strategy assures success or protects against loss.