Divorce: The Effect on Finances & Family, Pt. 2
The Confident Wealth Podcast
During this episode of The Confident Wealth Practice Podcast with Bill Bush and Pete Bush, they interview Sean McAllister, Associate at Loeb Law Firm. Sean McAllister discusses how married couples can protect themselves from potential divorce issues, prenuptial agreements and post-prenuptial agreements, budgeting, and domestic cohabitation contracts.
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Divorce: The Effect on Finances & Family, Pt. 1
The Confident Wealth Podcast
During this episode of The Confident Wealth Practice Podcast with Bill Bush and Pete Bush, they interview Sean McAllister, Associate at Loeb Law Firm. Sean McAllister talks about Louisiana Revised Statute 9:315, understanding divorce and finance, and what to expect when children, pensions, property, and tax returns are involved.
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Confidence in the Face of Fear
The Confident Wealth Podcast
In this episode of The Confident Wealth Podcast, Pete and Bill Bush of Horizon Financial Group discuss the market downturn due to the outbreak of the coronavirus, and the declared global pandemic. Pete and Bill talk about strategies can you use to stay positive in times where your account value is declining. How can you build, gain, or maintain confidence during trying times?
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Defending Cybersecurity Threats in Your Financial Life
The Confident Wealth Podcast
This episode of The Confident Wealth Practice Podcast with Bill Bush and Pete Bush address the problems and issues associated with cybersecurity and how to protect yourself. Learn more about the financial scams that are targeting your credit cards and digital banking accounts. The cybersecurity defenses discussed in this episode can help you build up a stronger wall of protection from becoming a victim.
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Lessons from a National Title
The Confident Wealth Podcast
This episode of The Confident Wealth Practice Podcast with Bill Bush and Pete Bush take a look at the recent college football championship victory of the Louisiana State University Tigers and how the valuable lessons from that win can be applied to achieving your own financial success.
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The Value of a Financial Advisor: Leaving a Legacy, Life Transitions, and Caring for Others
The Confident Wealth Podcast
During this final installment of the series, Bill and Pete talk about the problems associated with not having a will, the value of having an advisor to walk clients through the process of estate planning, organizing and maximizing value, getting help with gift money to causes, how to handle life transitions, and how to prepare for taking care of your parents or other family members in the future.
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The Value of a Financial Advisor: Preparing for Retirement
The Confident Wealth Podcast
his episode of The Confident Wealth Podcast with Bill Bush and Pete Bush is the 8th installment in their series, The Value of Working with an Advisor. During this installment, Bill and Pete address the subject of preparing for retirement in a manner that you can feel confident about. What type of retirement goals do you have for you and your spouse? How will your financial needs change during different phases of retirement?
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The Value of a Financial Advisor: Organizing, Monitoring & Guiding
The Confident Wealth Podcast
This episode of The Confident Wealth Podcast with Bill Bush and Pete Bush is the 7th installment in their series, The Value of Working with an Advisor. Listen and learn all about how financial advisors can assist you with preparing, analyzing, and guiding your ever-changing financial situation. Bill and Pete point you in the right direction for budgeting, reviewing recurring fees, and overcoming disorganization.
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The Value of Financial Advisor: Budgeting & Cash Flow
The Confident Wealth Podcast
This episode of The Confident Wealth Podcast with Bill Bush and Pete Bush is the 6th installment in their series, The Value of Working with an Advisor. Gain some useful insight on budgeting and cash flow. Find out how financial advisors can help clients get a handle on their budgets, find out where their problematic areas are, and how to go about building healthier spending and savings habits.
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The Value of a Financial Advisor: Managing Inherent Risks
The Confident Wealth Podcast
This episode of The Confident Wealth Podcast with Bill Bush and Pete Bush continues on as the 5th installment in their series, The Value of Working with an Advisor. Learn more about the inherent risks we have, and how we can manage them from a financial advisement standpoint.
info_outlineIn the 13th episode of the Confident Wealth Podcast, Bill Bush and Pete Bush talk about the crucial questions that clients ask financial advisors to prepare for retirement, and the questions
advisors ask clients. Gain a deeper insight into the importance of financial advisement, why you shouldn’t settle on just Googling for answers, and what makes for a solid client/advisor relationship.
Time Stamped Show Notes:
● 00:40 – Bill and Pete Bush have been podcasting for about six months.
● 02:20 – There is a massive amount of information that causes confusion.
● 03:23 – Am I on track to have enough money to retire?
● 03:54 – What are the expenses that will occur later on and what will be the income streams?
● 05:04 – Factor in inflation, because how much you will need will increase in the future.
● 05:14 – What does your portfolio need to do to meet your goals?
● 06:34 – Am I allocated properly?
● 07:59 – Your 401K plan for instance, you can have that allocation creep that happens, unless you don’t have the auto-rebalancing plugged in.
● 08:48 – Am I going to be ok to retire early?
● 09:56 – Leaving a legacy to kids is important to many people.
● 11:22 – How long should I prepare to live for with my retirement plan?
● 12:46 – How much insurance do I need to have?
● 14:28 – Its not the questions that you have for your advisor, it is the questions that your advisor has for you that make the difference in that relationship.
3 Key Points:
1. Answers are easy to find, but questions are harder to know to get the information you need.
2. Inflation should be factored in because how much you will need will increase in the future.
3. Its not just the questions that you have for your financial advisor, it is the questions that advisor has for you that make the difference in that relationship.
Tweetable Quotes:
- “Answers are everywhere, they’re free, they’re easy to go get.” – Pete Bush.
- “What are the questions to ask of yourself, your particular situation, and most people can get maybe two or three questions in before they run into a question that they don’t know the answer to.” – Pete Bush.
- “Are there any causes or other people that you care deeply about that you would love to leave a legacy to?” – Pete Bush.
Resources Mentioned:
● Horizon Financial Group – website for Horizon Financial Group
● Confident Advisor Practice – podcast for Confident Advisor Practice