Hear from founder and president, Tim Doehrmann.
We focus on tax planning here at Eagle Ridge Wealth Advisors. Today I’m covering four ways to use charitable giving to your advantage to reduce your tax liability.
In this episode, I discuss estate planning, including why estate planning is important, common misconceptions about estate planning, and how to get started with estate planning.
Today, I’ll cover the main types of insurance coverage and how to determine what coverage you need. The types of insurance covered are life, disability, umbrella liability, property and casualty, and long-term care insurance.
In this week's episode of Retire Your Way Radio, I talk about how to assess the possible impact of the coronavirus (or any future pandemic) on your investment portfolio. I also use the story of Andy Dufresne from Shawshank Redemption as a great example of playing the long game.
This week we dig into Social Security. Optimizing Social Security is one of the biggest value-adds a good advisor can provide to the retirement planning process. I talk about why you shouldn't claim Social Security benefits just because you can, how important Social Security is for so many Americans and why the Social Security program isn't going anywhere anytime soon.
In an update to a recent episode about initial public offerings, I talk about why my opinion about IPOs hasn’t changed by discussing two recent IPO examples. Then, I'll describe why it's important for my firm to be the high-value option for financial planning by telling a story about a recent conversation with a prospective client.
In this episode of the Retire Your Way Podcast, I discuss risk management, and particularly whether or not you should buy long-term care insurance to supplement your retirement plan.
Retire Your Way Radio is a podcast hosted by me, Tim Doehrmann, CFP. In this first episode, I talk what you can expect in future episodes and why someone would want to work with a fiduciary. I also describe my backstory including how I went from running a hardware store to running a fiduciary, fee-only, registered investment advisor firm.
A financial plan is used to reduce your stress about money, support your current needs, and build a nest egg for retirement. Continue reading to get started.
It can be difficult to put yourself in someone else’s shoes and this is certainly the case when it comes to money. However, helping them find an understanding or compromise can be rewarding for everyone. Like with most things, an objective third party can add great value to this type of situation.
Not only can delegating reduce stress and let you focus on things that matter most but it can also improve your finances. Not sure if you're ready to start delegating? Here are surefire signs.
What is a fee-only financial advisor? Trust. Fiduciary.