Tag: Financial Goals

57. SPECIAL GUEST SERIES 2 OF 3 – THE BUSINESS JOURNEY TO INFLUENCE WITH SARAH VANHOOSE

ROI DISCLOSURES:https://tinyurl.com/mr45sste Tune in today as Lance, Rob, and Adrian interview Sarah VanHoose. Sarah is a Ramsey Preferred Financial Coach with over 20 years of experience leading teams. She’s now on a mission to help others who are ready to get help with their finances once and for all. Her goal is to help people just like you, stress less about your money by making a plan and walking you through encouraging accountability. Neither Sarah VanHoose nor Dave Ramsey’s Financial Coach Master Training are affiliated with ROI Financial Advisors, LLC. Dave Ramsey’s Financial Coach Master Training requires no certifications or licenses. Coaches do not sell financial products; they help people with day-to-day money problems. Connect with Sarah: http://www.myjourneytoinfluence.com Instagram @journeytoinfluence [email protected] 503-961-4062 https://roi-fa.com/events https://roi-fa.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

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56. SPECIAL GUEST SERIES 1 OF 3 – A JOURNEY TO INFLUENCE WITH  SARAH VANHOOSE

ROI DISCLOSURES: https://tinyurl.com/5sprk9jh Tune in today as Lance, Rob, and Adrian interview Sarah VanHoose. Sarah is a Ramsey Preferred Financial Coach with over 20 years of experience leading teams. She’s now on a mission to help others who are ready to get help with their finances once and for all. Her goal is to help people just like you, stress less about your money by making a plan and walking you through with encouraging accountability. Neither Sarah VanHoose nor Dave Ramsey’s Financial Coach Master Training are affiliated with ROI Financial Advisors, LLC. Dave Ramsey’s Financial Coach Master Training requires no certifications or licenses. Coaches do not sell financial products; they help people with day-to-day money problems. Connect with Sarah: http://www.myjourneytoinfluence.com Instagram @journeytoinfluence [email protected] 503-961-4062 https://roi-fa.com/events https://roi-fa.com https://delavan-realty.com https://www.directorsmortgage.com/loan-officer/adrian-schermer

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Why Some Savers Postpone Retirement

Most people look forward to retirement. However, a surprising number of people find themselves hesitating to start their golden years -– or even “un-retiring” a few years in. There are several reasons why someone would hold off on retiring, and not all are financial. Learn about the main reasons people postpone their retirement and how […]

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Maintaining a Healthy Money Mindset

It’s hard to find any good news about finance these days. Market forecasters are starting to use the dreaded “r” word to describe the economy and headline after headline is doom and gloom. A healthy wealth mindset can help you keep your eye on the prize even when the market flinches. You can always reach […]

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Don’t Fall for These 5 Finance Faux Pas

Money management can get complicated as your financial success and stability climbs. Sometimes bad habits that impact our long-term financial health start at our high points — and go unnoticed because of it.Have you ever fallen for these financial mistakes? It happens to the best of us. Thankfully, they can be easy to avoid:

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Keep Your Savings Ahead of Inflation

Rising inflation has caused many people to take a closer look at their finances, but have you considered what it’s doing to your savings and emergency funds? A saved amount of $20,000 in 2020 would need to be $22,217.19 today in order to maintain the same value. Even high yield accounts struggle to keep up, […]

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4 Trends in the 2022 ETF Market

Exchange-traded funds (ETFs) give investors exposure to a broad array of securities. They help you to diversify your portfolio, and you can easily buy and sell them through brokerage firms. While ETFs can have some of the same benefits as mutual funds, they typically cost less. ETFs had record growth in 2021, and interest in […]

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Deciding on Joint or Separate Finances

To merge or not to merge? Whether moving in together, getting married or living as civil partners, long-term couples eventually face this important financial decision. Use these tips to help you and your partner find what works best for you.

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5 Things to Know About Social Security

During your working years, your income determines how much you can expect to receive in Social Security benefits when you become eligible. What should high earners know about their benefits?

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Saving for Retirement With a 401(K) and IRA

Some people focus on saving for retirement with an employer-sponsored 401(k), while others use an IRA — but did you know that you can have both? Funding a 401(k) and IRA can help boost your retirement savings, but it’s not a one-size-fits-all strategy. Here are the basic requirements, contribution limits and tax considerations you need […]

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