Planning and Puppies 101

Category: Financial Planning

By Emily Appelgate

09/03/2021

I bought a puppy back in April, and it has been one of the most challenging things of my adult life. Training a new puppy is hard work and takes a lot of intentionality and thought. The same can be said about building a financial plan. I have a few tips that might help others avoid my mistakes.

I want to give…but how

Category: Financial Planning

By Joe Bantz

04/01/2016

10 Things I Learned About Money from 80’s Music

Category: Financial Planning

By Joe Bantz

04/22/2016

reviewed and approved.

Blind Spots

Category: Financial Planning

By Joe Bantz

05/27/2016

Talking About Money

Category: Financial Planning

By Joe Bantz

08/12/2016

Retire To do WHAT

Category: Financial Planning

By Joe Bantz

10/14/2016

Mutual Fund Survivor- the next great TV show

Category: Financial Planning

By Joe Bantz

08/11/2017

Appreciating the Good Times

Category: Financial Planning

By Joe Bantz

05/04/2018

Feed the Beast

Category: Financial Planning

By Joe Bantz

12/21/2018

Blind Spots

Category: Financial Planning

By Joe Bantz

05/27/2016

Talking About Money

Category: Financial Planning

By Joe Bantz

08/12/2016

Retire To do WHAT

Category: Financial Planning

By Joe Bantz

10/14/2016

Mutual Fund Survivor- the next great TV show

Category: Financial Planning

By Joe Bantz

08/11/2017

Appreciating the Good Times

Category: Financial Planning

By Joe Bantz

05/04/2018

Feed the Beast

Category: Financial Planning

By Joe Bantz

12/21/2018

My Strange Family

Category: Financial Planning

By Joe Bantz

02/15/2019

Retirement is Just the Start!

Category: Financial Planning

By Joe Bantz

09/25/2019

We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.

Generous Giving is Meaningful Living!

Category: Financial Planning

By Joe Bantz

02/07/2020

My wife taught me to be a giver. She gave me plenty of opportunities to “practice” giving until I began realizing that it was fun, and it actually made me happier! 

Discover the Real Meaning of Financial Independence

Category: Financial Planning

By Joe Bantz

08/25/2020

In my daily work with clients, the question often comes down to, “How much do I need to retire comfortably?” My usual answer is, “How long are you going to live, and what do you want to eat?!”

The Four Uses of Money

Category: Financial Planning

By Joe Bantz

11/06/2020

Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live. 

It’s Worth the Trip!

Category: Investing » Foster Group Investment Principles » Align Purposes and Portfolio

By Joe Bantz

03/12/2021

We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.