Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

Should I Sell My Stock At A Loss-3 Must Have Considerations You invest your hard earned money, but for whatever reason that stock or fund just won't go up. At what point does it make the most sense to...

7 Huhti 202112min

Everyone retires at different moments in time, but one thing is certain in all those moments; the future is uncertain. In this podcast, I want to examine 3 factors that I believe you need to understan...

31 Maalis 202114min

Preparing for retirement is not something that you want to do the day you retire. No! Planning for retirement is something you should start doing now. If you haven't started planning, don't worry...I ...

24 Maalis 202112min

Are you wondering how smart people spend their stimulus check? Is the money burning a hole in your pocket asking to be depleted? Look no further than this podcast. We are going to give you 3 actionabl...

17 Maalis 202115min

What do you do when you get a letter from the IRS? Panic? Scream? Run in circles? Maybe all three at the same time? In this podcast, discover why the big bad IRS isn't that terrible. I want to give yo...

10 Maalis 202112min

Ever wonder what questions to ask your financial advisor or prospective financial advisor? Well, here are my top 5 questions to ask anyone who handles or wants to handle your money: 1. Are you a Fin...

3 Maalis 202113min

In this final episode of the series "Risk Investors Don't Realize," Drew finishes his conversation with Steve Zanoli about the inherent risk that investors don't realize when it comes to their investm...

24 Helmi 202115min

In this Part 2 of "Risks Investors Don't Realize," Drew Blackston and Steve Zanoli dive head into 3 common risk that most investors don't see creeping around in their investments: 1. Not Understanding...

17 Helmi 202115min