The end of the year or start of a new year probably means you're getting a lot of financial statements in your mailbox or inbox if you're paperless Ever wonder what some of those terms mean as you look at your k IRA and other account balances Let's spend a little time looking over a financial statement and breaking down some of the terms you might come across Here's some of what you'll learn on this episode How accurate are retirement income projections you'll see What do you need to know about that asset allocation pie chart they include for [... more]

In John Jesus tells the story of the shepherd and the hired hand The hired hand cares nothing for the sheep but the shepherd is successful because he cares for the sheep You know people who are hired hands they don't care about their employees or their customers and you know people who are shepherds Shepherds and hired hands also exist in the financial industry This week's guest Doug Amis CFP and author joins Hans and Robby to discuss what to look out for when trying to select a financial advisor CFP's who have to be fiduciaries are required to [... more]