This week I am thrilled to be joined by Jennifer McClure, one of the brightest minds in HR today. She is the President of Unbridled Talent, AND the CEO of DisruptHR. You can find her online or speaking, frequently, all around the country. We discuss ways that employers and employees can help improve financial wellness. […]
15 Minute Financial Advisor
When discussing risk in your investment portfolio, many of us, investors AND advisors talk about volatility, but we need to also address the silent financial killer, purchasing power risk. Volatility is the violent swings in the market, up and down. Purchasing power is how much your money will buy, now and in the future. http://traffic.libsyn.com/15minutefa/Silent_Killer.mp3 […]
Trump Tweets, Xi devalues, Congress stalls and the stock market moves around violently in short periods of amplified volatility. But long-term, the trend is higher. Don’t let the political noise cloud your judgement and derail your strategy. Your portfolio needs to be right FOR YOU! http://traffic.libsyn.com/15minutefa/Politics_is_Garbage.mp3 Questions? Email me: firstname.lastname@example.org
There are more than 30 million small businesses in the US. Almost 50% of workers in the US work for small businesses, but sometimes these businesses don’t have retirement plans. This week we explore a few of the common accounts for businesses with one or just a few employees. http://traffic.libsyn.com/15minutefa/Solos_SEPs_and_Savings.mp3 Questions? Email me: Mpolicar@hightoweradvisors.com
When you made goals for the year in January, or even December of last year, are you as far along toward achieving them as you had hoped? Recalibrating your goals at the midpoint in the year might help you achieve more in a shorter period of time. http://traffic.libsyn.com/15minutefa/Summertime_Goal_Checkup.mp3 Questions? Email me: Mpolicar@hightoweradvisors.com
Our continued dive into employee financial wellness brings us to retirement and estate planning support provided by employers. While there’s not much on the estate side, many companies do offer some form of retirement savings vehicles like 401(k) plans. We look at more stats from the PwC survey and talk about important considerations regarding retirement […]
After three weeks of employee financial wellness talk, we finally cover actions you can take to put yourself in control. Things like scheduling time with yourself or your employer putting together a “financial wellness day” for employees. If you have any tips, tricks, hacks or thoughts, send them my way! http://traffic.libsyn.com/15minutefa/EFW_Action_Items.mp3 Questions? Email me: email@example.com
Knowing the difference between types of health plans offered by your employer is important. What’s even more important is knowing how to take advantage of those benefits in a way that best fits your long-term financial goals. This week, we continue to explore the PwC survey on employee financial wellness with a slightly deeper dive […]
PricewatershouseCoopers, or PwC, has released their 2019 Employee Financial Wellness survey and the results are equal parts stunning, unsurprising, and downright alarming. This week, we’re taking a look at some of the numbers as we begin an exploration into the survey results and try to come up with a few ways to help employees and […]
Sometimes you make changes to your plan. Sometimes life makes changes for you. #personalfinance http://traffic.libsyn.com/15minutefa/Pardon_the_Interruption1.mp3
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