About Your Retirement Blueprint: A 210 Financial Podcast
Welcome to Your Retirement Blueprint, a podcast by 210 Financial where we help you invest in your financial future by identifying where you stand now, evaluating how well you're positioned, and discovering where you need to go. Join Phil Cooper, Founder and Financial Advisor of 210 Financial, and Kendall Stahl, Advisor & Partner at 210 Financial, for biweekly conversations to help you navigate finances in today's world. // Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements. 1657137-4/23
Making Large Purchases in Retirement - Season 2, Episode 11
We all imagine hitting retirement and buying our dream boat, dream car, or dream [you fill in the blank]. But how big of a purchase can you make in retirement? Can you make big purchases at all?
In this episode, Phil and Kendall are helping us understand when we can shoot for the stars and when we should pinch our pennies in retirement. They also share some guidelines for how to ensure our retirement plan aligns with our retirement goals and how to make big purchases when it fits into our retirement plan.
You won’t want to miss this one!
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Grab a Free Resource at http://retirewith210.com/ -- (http://retirewith210.com/)
Prefer to watch? Find video versions of every episode on our YouTube channel (https://www.youtube.com/channel/UCFX0vl4XiaVZytx54kTvpvw).
Learn how our team at 210 Financial can help you plan for the future at www.210financial.com -- (https://210financial.com/)
Like more free resources? Grab one of our free guides here (https://210financial.com/guides/).
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210 Wealth Management, Inc., d/b/a 210 Financial, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. 210 Financial, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov (https://adviserinfo.sec.gov/) and search for our firm name. Insurance products are offered through 210 Financial, Inc. d/b/a 210 Financial.
13 May 2024
Good Debt, Bad Debt, & Retirement - Season 2, Episode 10
Is there such a thing as “good” debt and “bad” debt when it comes to retirement? Should you even have any debt when you retire? Should cutting out debt always take priority over saving for retirement?
In this episode, Phil and Kendall cover some important principles for carrying debt into retirement, what “bad” debt is, and what numbers to consider before you prioritize where your money should be going.
Listen to discover the one thing you can do to cut out unnecessary spending in retirement!
//
Grab a Free Resource at http://retirewith210.com/ -- (http://retirewith210.com/)
Prefer to watch? Find video versions of every episode on our YouTube channel (https://www.youtube.com/channel/UCFX0vl4XiaVZytx54kTvpvw).
Learn how our team at 210 Financial can help you plan for the future at www.210financial.com -- (https://210financial.com/)
Like more free resources? Grab one of our free guides here (https://210financial.com/guides/).
//
210 Wealth Management, Inc., d/b/a 210 Financial, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. 210 Financial, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov (https://adviserinfo.sec.gov/) and search for our firm name. Insurance products are offered through 210 Financial, Inc. d/b/a 210 Financial.
29 Apr 2024
Don't Be a Forced Seller in a Down Market - Season 2, Episode 9
Few things in life are as frustrating as feeling forced to take an action that you know isn’t smart, strategic, or beneficial to you in the long run.
But for a variety of reasons, certain circumstances can make you feel like selling your holdings—even during a market downturn—is your only option.
Here at 210 Financial, we know that there is only one way to avoid making the kind of rash financial decisions that happen when you’re backed into a corner:
Have a plan that keeps you out of that corner in the first place.
In today’s conversation, Phil and Kendall share advice on how you can find out if you have a sequence of returns risk, how to play the long game and buy yourself time until the market goes back up, why—as we always say—having a plan that can likely stand up to unforeseen circumstances is the best way to set yourself up for financial success, and more.
//
Grab a Free Resource at http://retirewith210.com/ -- (http://retirewith210.com/)
Prefer to watch? Find video versions of every episode on our YouTube channel (https://www.youtube.com/channel/UCFX0vl4XiaVZytx54kTvpvw).
Learn how our team at 210 Financial can help you plan for the future at www.210financial.com -- (https://210financial.com/)
Like more free resources? Grab one of our free guides here (https://210financial.com/guides/).
//
210 Wealth Management, Inc., d/b/a 210 Financial, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. 210 Financial, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov (https://adviserinfo.sec.gov/) and search for our firm name. Insurance products are offered through 210 Financial, Inc. d/b/a 210 Financial.
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