We all know the scene: A grieving family gathers in a room for the reading of their relative’s will. It lists who inherits what, and perhaps some detailed instructions for the funeral. Would you be surprised to learn that this common scene is an unrealistic portrayal of how wills work in estate planning? In fact, […]
Read MoreTune 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 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
Read MoreROI 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
Read MoreROI 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
Read MoreMost 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 […]
Read MoreIt’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 […]
Read MoreThere’s no crystal ball that can predict life’s unexpected twists and turns. But when life changes hurt your hard-earned nest egg, shrugging and saying “c’est la vie” is not a viable solution. Luckily, we can always prepare for the unexpected — no crystal ball required. Let’s take a look at some common retirement planning setbacks […]
Read MoreMoney 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:
Read MoreRising 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, […]
Read MoreExchange-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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