#28 Real Economy vs. Stock Market, PPP Abuse, and 2020 Thoughts
In this episode, the guys discuss a litany of topics but finish with some of the best thoughts that have ever been shared on a podcast episode. They k...
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Welcome to Financial Foursight. This podcast is hosted by four fee-only CFP Professionals to help consumers understand the financial industry. Each provides candid insights on topics that matter. The podcast is for general information and entertainment purposes only and should not be considered investment advice. Nothing contained in this podcast constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. The opinions expressed by the hosts and guests are solely their own and not representative of any of their respective firms.
#27 - What's Your Investment Philosophy?
On this week's episode, the guys discuss big picture investment philosophy. Morningstar Long View: Inertia Can Actually Be A Helpful Thing: https://ww...
#25 - Where are we spending money? | Do I Invest Today? | Wounds & Scars from COVID-19
In this episode Colin, Ian, and Isaiah discuss the following: The New York Times article on where consumers are spending and where they are slashing c...
#24 COVID-19 & Long-term Impacts | Lessons Learned
In this episode, we talk about the biggest story of recent memory, which is COVID-19. We discuss the WFH (work from home) movement going to change sig...
#23 Market Efficiency | Coronavirus | Uses of Cash Value Life Insurance
In this episode, we talk through the quickest 10% loss in stock market history. Prompting the question are markets efficient. Colin, Dwight, Ian, and ...
#22 CPA or DIY | Lawful Good | The Tax Mistakes You Can Avoid
In today's episode, we discuss when to hire a tax professional and when it might make sense to do it yourself. How to think about paying for tax help ...
#21 Life Planning, Kobe's Legacy, and Improving Communication
In this episode, Colin, Dwight, and Ian dive into Ian’s trip and talking more in-depth about life planning and what it is and why it matters to you. H...
Habits > Goals for 2020, The Perfect Formula for Dinner with Friends, and the SECURE ACT
Why having habits like investing allows you to adjust your lifestyle and compound the results you ultimately want over the longer term. How goal setti...
#19 The Family Fable | Happiness Mentality | Tax Efficiency in Investing
In today's episode, the guys discuss a family fable and why it's important to not forget why you truly are doing things and why we often overlook thos...
#18 Client Referrals, Daily Routines, and Thanksgiving
On this episode, Colin, Dwight, Ian, and Isaiah discuss the following Colin's recent video on asking a financial advisor for client referrals when doi...