Hear from founder and president, Tim Doehrmann.
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.
In this episode of Retire Your Way Radio, we'll talk about the appeal of investing in Initial Public Offerings (IPOs), the problems with IPOs and why companies do IPOs. Plus, I cover whether or not IPOs should be a part of your investment portfolio and my personal choice of whether or not to invest in IPOs.
This episode comes from conversations I’ve had recently concerning interest rates, inflation, economic growth and why they are all relatively low in historical terms. We dig into how the global financial paradigm has changed and why the basic principles of investing can no longer be taken for granted in today’s world.
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, 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.