『Moore Wealth Retirement Talk』のカバーアート

Moore Wealth Retirement Talk

Moore Wealth Retirement Talk

著者： Shawna Moore and David Moore
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 Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. 経済学
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  • Back To School

    Back To School
    2025/08/23
    This episode takes us "Back to School" as we unpack the crucial parallels between a student's backpack and your own retirement plan. We'll explore how to fill your "retirement backpack" with the essential financial tools and investment strategies needed for a secure future, much like a student prepares for a new school year. Plus, we'll suggest a few financial "classes" we wish were offered in middle or high school to help you get ahead.
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    1分未満
  • Is Your Advisor Actually Managing Your Money?

    Is Your Advisor Actually Managing Your Money?
    2025/08/09
    Many people rely on financial advisors, but what does "managing your money" actually mean? This episode explores the critical difference between having an advisor and having an actively managed portfolio. We'll give you the right questions to ask to ensure you understand exactly what you're paying for and if your advisor's strategy aligns with your goals.
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    1分未満
  • Advisory Fees, Are They Worth It?

    Advisory Fees, Are They Worth It?
    2025/08/02
    This episode tackles the perennial question: are the fees charged by financial advisors a worthwhile investment? We'll demystify common fee structures, from asset-under-management (AUM) fees to flat and hourly rates, helping you understand exactly what you're paying for. Join us to explore the tangible and intangible benefits a good advisor can provide, and learn how to assess if their expertise aligns with your financial goals.
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    1分未満
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