Vince Oldre of CFG Retirement Group in Minneapolis, Minnesota sorts through the complex issues surrounding financial and retirement planning. Join us as we pull back the curtain and discuss the topics that other advisors won't talk about.
Today, Vince, Mike and Jag are here to talk about the dreaded "I word" - inflation. Specifically, how does inflation impact the fixed income that retirees are so reliant on?
What is inflation
How much it can impact you?
An Inflation Calculator that shows some scary numbers
For more help planning your financial future, download our free retirement guide here: https://cfgretirement.com/retirementguide (https://cfgretirement.com/retirementguide)
Additional Resources:
CFG Retirement Website: https://cfgretirement.com/ (https://cfgretirement.com/)
CFG Retirement Phone Number to Call: 952-657-7470
Vince email: vince@cfgretirement.com (mailto:vince@cfgretirement.com)
4 Jan 2022
The Old World of Wall Street vs New
Today, Vince and Jag are joined by CFG Retirement Group's Michael Stendahl, financial advisor and retirement planner.
Mike has decades of experience on trading floors and brings with him the perspective of how the trading world has changed. Specifically, we break down 5 ways in which Old Wall Street differs from New Wall Street:
Fees (trade Commissions)
Investment Options
Big vs Independent
Commissions vs fee based
Investment managers vs financial planners
For more help planning your financial future, download our free retirement guide here: https://cfgretirement.com/retirementguide (https://cfgretirement.com/retirementguide)
Additional Resources:
CFG Retirement Website: https://cfgretirement.com/ (https://cfgretirement.com/)
CFG Retirement Phone Number to Call: 952-657-7470
Vince email: vince@cfgretirement.com (mailto:vince@cfgretirement.com)
28 Dec 2021
Understanding Risk vs Return
Typically, investors want to maximize their returns, but minimize their risk. And while that "unicorn" investment of high returns doesn't necessarily exist, today, Vince Oldre of CFG Retirement Group goes through some strategies to get the best possible results.
Standard deviation is important - it's the amount that your investments can vary in volatility. "How big are the bounces?" Vince explains how to factor standard deviation in to your investments.
There are many tools on the Internet, including Morningstar and Yahoo Finance. However, there's a catch to looking at 10-year returns, now, in 2021. Vince and Jag talk about what that is.
Additional Resources:
CFG Retirement Website: https://cfgretirement.com/ (https://cfgretirement.com/)
CFG Retirement Phone Number to Call: 952-657-7470
CFG Retirement TEXT line: 612-448-3243
Vince email: vince@cfgretirement.com (mailto:vince@cfgretirement.com)
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