"Finding Financial Fulfillment: Aligning Investments with Life Goals" reveals the fallacy of the "best investment" quest. Host Roger Balser emphasizes personal alignment, discussing life's purpose, values, and priorities. Through introspective … [Continue reading]
Balancing Act
In "Balancing Act: Planning for Your Financial Future," host Roger Balser delves into the art of achieving financial harmony. Through key questions and insightful discussions, listeners learn to navigate savings, investments, goals, and timing. A … [Continue reading]
“The Timeout Rule: Saving Marriages One Conversation at a Time”
In "The Timeout Rule: Saving Marriages One Conversation at a Time," host Roger Balser introduces a transformative strategy to defuse money-related conflicts. Learn how to hit pause with a simple gesture or word, granting both partners a cooling-off … [Continue reading]
What is Financial Planning?
In today’s” My Two Cents," Roger Balser emphasizes the importance of financial planning, debunking misconceptions about its complexity. He focuses on short-term actions and adapts strategies to life's unpredictability. Addressing key areas like cash … [Continue reading]
The Worst Dental Practice Ever: A Tale of Incentives Gone Awry
Discover how a fictional dental practice sheds light on the importance of understanding financial advisors' compensation models and making informed choices. … [Continue reading]
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