Winning a gold medal would be nice, but let’s be honest…winning ANY medal is pretty impressive. Heck, just being in the Olympics at all is an incredible accomplishment. It’s no different with retirement. You can have really happy golden years without actually winning the retirement gold medal. Let’s break down the different levels of financial accomplishment together...   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 ..read more

There are many types of personalities out there when it comes to financial matters, and most of our listeners will fit into one of the classifications that we’ll discuss in today's show...   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 ..read more

Calvin & Hobbes was a comic strip full of wisdom about life. But many of the things Calvin said could also be woven into financial wisdom if you have the right perspective…   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 ..read more

Even if she wasn’t actually talking about money, Grandma said a lot of smart things that we can apply to financial planning. Let’s take some of these classic Grandma sayings and see how they relate to our financial lives… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 ..read more

Anyone in the healthcare profession will be quick to tell you about the vital importance of preventative care. But most people simply don’t engage with the healthcare industry until they have some kind of pain that needs to be addressed. And we’ve found the same to be true with the way that people treat financial advisors. Let’s talk about some of the reasons that people avoid proactively talking to a financial advisor but instead wait until they have financial pain…   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 ..read more

A fun game that sometimes gets played in college economics classes is the game of “What If…” where students are given a scenario which may or may not be realistic. Their job is to think through all of the potential financial and economic consequences of that scenario unfolding. Let's play this game together today!   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 ..read more

What can we learn about money by exploring some quotes from the great Mark Twain?   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 ..read more

In today's conversation, we'll cover some of the common investing mistakes that we see people make (It’s not just rookies making the mistakes!) Then, we'll see what can we learn about retirement planning from the game of baseball, answer some mailbag questions, and more.   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 ..read more

If most of your savings are in tax-deferred accounts like 401Ks and IRAs, you have a tax time bomb on your hands. Let’s assess some strategies that can be used to diffuse the time bomb, or at least keep it from getting worse.    Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 ..read more

It’s graduation season, with a whole new batch of college and high school graduates entering the world. Let’s look at some of the similarities between graduating from school and shifting into retirement…   Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526 ..read more