Money Matters: Managing Your Money During a Recession
In this month’s edition of “Money Matters,” Scott talks about how to manage your money during a recession and tactics you can implement to help safeguard your finances.
Read MoreMoney Matters: Monte Carlo Analysis & Financial Independence
In this month’s edition of “Money Matters,” Scott talks about how planning for financial independence has evolved throughout the years and the advantages of using Monte Carlo analysis to more accurately project your financial independence.
Read MoreMoney Matters: The Endowment Effect
In this month’s edition of “Money Matters,” Scott Oeth talks about the endowment effect and why investors who become emotionally attached to their investments can suffer negative financial consequences that may have been avoidable without that emotional attachment in place.
Read MoreMoney Matters: Optimism & Your Financial Future
Listen as Scott discusses the psychological components of a successful financial future and why having an optimistic mindset is an important part of your financial planning.
Read MoreMoney Matters: Are Your Finances on Track?
Listen as Scott discusses why investors should have a full understanding of their financial situation, and how they can determine if their finances are on track to achieve their financial goals.
Read MoreMoney Matters: Your Financial Mindset is Important
Listen as Scott discusses time, control, and social comparison, and why your mindset about these three factors can be crucial to your financial success.
Read MoreMoney Matters: Roth IRA Conversions & Financial Planning
Listen as Scott discusses how Roth IRA conversions can be a successful financial strategy for some people, depending on their situation and financial goals.
Read MoreMoney Matters: Managing Money in Volatile Markets
Listen as Scott discusses strategies and tactics for managing your money in volatile (pandemic!) markets.
Read MoreMoney Matters: Portfolio Management in Bull Markets
Listen as Scott discusses the strong market in 2019 and how people should evaluate their portfolios as 2020 moves forward (Note: this episode aired in February 2020).
Read MoreHistoric Returns in 2019. Now What?
Not only was 2019 a great year, but the decade of the 2010s as a whole delivered powerful growth in U.S. large-company stocks without any sustained bear markets. Now what? We developed a few key strategies for your investments in 2020 and beyond!
Read MoreTop 5 Financial Planning Challenges Facing Corporate Executives
Corporate executives can face a lot of challenges when trying to decipher options and make decisions about their personal finances. Here are five common issues executives need to address with their personal finances—and ways to resolve those issues.
Read MoreStocks are Falling: Should I Sell?
The ups and downs of the market are inevitable. What’s the best approach for protecting your portfolio? Learn more about how you can remain calm and confident in bear markets.
Read MoreFinancial Modeling Still Matters—Show Me The Numbers!
A financial plan that includes long-term financial modeling will help you make better financial decisions, no two ways about it.
Read MoreStar Tribune: The One Thing Trickier to Manage Than Money: Time
Don't sacrifice one goal to pay for another! Scott talks with Kara McGuire of the Star Tribune about putting firewalls around financial goals to stay on track.
Read More