2016 - Experiencing Financial Contentment

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Yearly Archives: 2016

FLBC 018: Tackling your W-4

Podcast Details: Podcast Title:  Tackling your W-4 Podcast Series: Financial Literacy Boot Camp Full Illustrations available on YouTube Version here. Questions/Issues We’ll Address on this Episode: – IRS Formula for calculating your tax liability – Reconciliation of taxable income can’t be done with front page of W-4 (YOU NEED TO USE THE WORKSHEET!) -Increasing your […]

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FLBC 016: Making Better Financial Decisions-Part 3

Podcast Details: Podcast Title:  Making Better Financial Decisions-Part 3 Podcast Series: Financial Literacy Boot Camp Full Illustrations available on YouTube Version here. Questions/Issues We’ll Address on this Episode: – Introduction to the Idea of what biases are and why our brains get in the way of good financial decision making. – Heart: Emotional Biases – OVERCONFIDENCE BIAS. […]

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FLBC 015: Making Better Financial Decisions-Part 2

Podcast Details: Podcast Title:  Making Better Financial Decisions-Part 2 Podcast Series: Financial Literacy Boot Camp Full Illustrations available on YouTube Version here. Questions/Issues We’ll Address on this Episode: – Introduction to the Idea of what biases are and why our brains get in the way of good financial decision making. – Cognitive Bias (Head) – mental misfire […]

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FLBC 014: Making Better Financial Decisions-Part 1

Podcast Details: Podcast Title:  Making Better Financial Decisions-Part 1 Podcast Series: Financial Literacy Boot Camp Full Illustrations available on YouTube Version here. Questions/Issues We’ll Address on this Episode: – Introduction to the Idea of what biases are and why our brains get in the way of good financial decision making. – Behavioral Economics/behavioral finance is the basic […]

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What is Your Financial Professional–A Broker or Fiduciary?

Summary:  Athletes understand “off-the-field” distractions.  None are probably worse than those of the financial variety.  Last April, the Department of Labor (DOL) decided that financial professionals giving advice for retirement assets must act in their client’s “best interest”.  Yes. You heard me right. Well, you may be thinking, “I thought my advisor was already acting in my […]

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