Our goal is to find out what your money is really for. We will be interviewing professionals from all stages of life to stimulate the mind and understand how your money is working for you. Start listening today!
Jeff Beck, Financial Advisor, goes through diversification, and who knew there were so many ways to diversify! He gives some good insights on what to ask a potential financial advising firm that you would work with
Very last, Jeff gives some good insight into Meme Stocks! An example of a Meme Stock is GameStop.
Jennifer Merida, CDFA, with The Tranel Financial Group goes through why you would work with a CDFA and how they can help you. When going through a divorce, it's a very emotional time and decisions can be made with haste. Learn how working with a CDFA can help you come out ahead in a divorce.
Cody Braun, President, and Tyler Braun, Financial Advisor, talk through the benefits of financial planning and what might be holding you back from doing working with a financial professional to help better your future.
Money is a topic that crosses our minds daily. So much in our lives, we think about our money for bills/necessities, therefore we think we think once we get a paycheck, we need to spend on the monthly payments. Have you ever thought about how you spend, then save, then give whatever is left over? Cody Braun, President, goes into details on another way to think about your money and what is this money really for?
Divorce cannot be desrcibed without the word finace, which is why you need a Certified Divorce Financial Analyst to help you through a situation as complex as divorce. A CDFA is a calming presense and a strong resource to help you make the best decisions for your future.
When seeking out a Financial Adivsor that is the best fit for you, a lot people don't know which questions are "right" or appropriate. A lot of the time, when working with a financial adivsor, the final decision is the relationship and trust. Tyler Braun, Financial Advisor, will go into some questions to make sure you ask your advisor to ensure you are on a successful path!
To save or to spend your hard earned money? We go through case studies talking about different situations on when you should save or spend for the future. There is a balance to enjoying a wonderful life and still building for a successful future.
What is your time horizon? This is based on your goals, retirement, social security and income. Tyler can help you stager smaller time horizon goals to help you achieve you bigger and better. We can help you establish what is truly important to you, and then we can help determine a time horizon for this goal.
8 Things I Wish I Knew Before Retirement is a book on the journey of retirement. In retirement, everyday is a Saturday, and what are you going to do with that day? Many people associate money -- how much money do I need to retire? Everyone will focus on money, but you don't work for 40+ years to have money and then not know what the next step in? You are more than a number, you are finding happiness and purpose in retirement. As financial advisors, we are here to help you find what truly defines your happiness, especially in retirement. The Tranel Financial Group is here to help you find your purpose in retirement.
Roch Tranel, CEO and Founder of The Tranel Financial Group, talks about his journey to developing 8 Things I wish I Knew Before I Retired. Roch has authored 3 books around Financial Advising, Retirement, and Investing. Roch's has a unique ability to help people retire.