May 31, 2017
For many of us in this latter half of the 20teens, a platform is an essential part of our investing. But like all aspects of our financial lives, we should make sure that our chosen platform continues to serve our purposes.
Back when I started in the financial advice world, there were no such things as platforms. Then...
May 24, 2017
You’ve heard me talk several times on this show about having a strong foundation for your financial plans. In practice, this means having some insurance in place so that if the very worst happens, your plans need not be washed away. In today’s show, I’m going to look at the different kinds of insurance, how much...
May 17, 2017
Last week I introduced the nine areas of your finances that we’re going to delving into for our Personal Finance Audit. The idea is that over time, some things get neglected and left to run, and sometimes it’s good to take a fresh, detailed look at these ares to make sure they’re still in good shape in helping you...
May 10, 2017
Welcome to a brand new season here on MeaningfulMoney. I’m excited to bring you this season because I believe that it will help every single listener to this show. Today’s session will be introducing the season and helping you get ready and excited for it. Don’t worry though, it ain't just fluff - there will be...
May 8, 2017