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Our continued dive into employee financial wellness brings us to retirement and estate planning support provided by employers. While there's not much on the estate side, many companies do offer some form of retirement savings vehicles like 401(k) plans. We look at more stats from the PwC survey and talk about important considerations regarding retirement and estate planning (wills). 

 

Questions? Email me: mpolicar@hightoweradvisors.com

 

 

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Knowing the difference between types of health plans offered by your employer is important. What's even more important is knowing how to take advantage of those benefits in a way that best fits your long-term financial goals. This week, we continue to explore the PwC survey on employee financial wellness with a slightly deeper dive into health and related benefits. 

 

Questions? Email me: mpolicar@hightoweradvisors.com

 

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PricewatershouseCoopers, or PwC, has released their 2019 Employee Financial Wellness survey and the results are equal parts stunning, unsurprising, and downright alarming. This week, we're taking a look at some of the numbers as we begin an exploration into the survey results and try to come up with a few ways to help employees and companies improve upon financial wellness. 

 

Questions? Email me: mpolicar@hightoweradvisors.com 

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Fifteen Minute Financial Advisor Podcast by Michael Policar - Fiduciary - 1M ago

Financial planning means considering things that you can expect will happen, AND preparing for the unexpected. This week, we discuss possibly contingencies for when your long term strategy is interrupted, whether you expect the interruption or not. 

 

Questions? Email me: mpolicar@hightoweradvisors.com

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Tobias Carlisle needs no introduction in the finance world. A staple of FinTwit, and a generous, wise and thorough individual, Tobias has written at least four books, maintains a website with free screening tools using his Acquirer's Multiple, great blog, and a star-studded podcast. Not to mention a recently launched ETF! I hope you enjoy the conversation as much as we did. 

 

Questions? Email me: mpolicar@hightoweradvisors.com 

 

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Fifteen Minute Financial Advisor Podcast by Michael Policar - Fiduciary - 1M ago

I don't know where or why "beating the market" became a thing for real people. Portfolio Managers? Sure. But most of us just want our savings to grow at a reasonable rate. The capital markets have averaged far better than the average investor. And that's what we're talking about this week. Don't let outside influences define your life. Create your own benchmark in life and investing.

 

Questions? Email me: Mpolicar@hightoweradvisors.com

 

 

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2pac had some really insightful lyrics, and in addition to him writing the majority of those lyrics, he died when he was 25 years old. Let that sink in. I like this quote, because it has so many applications in life. Financial planning is scary! There's a lot to think about, there's a lot of assumptions made about the future. Don't let that fear keep you from doing the right thing for those you love.

 

Questions? Email me: mpolicar@hightoweradvisors.com

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I've been guilty of calling employer matching funds 'free money' many times and for many years. But that ends now. It's not free money. It's part of the compensation package you've negotiated with your employer, and money they've put in their cash flow plan to pay to you and your various benefit plans. 

 

Questions? Email me: mpolicar@hightoweradvisors.com 

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This week I'm joined by my friend, Tra Williams, to talk about living life on our own terms. A few years ago, Tra realized his life was taking him down a path that he hadn't intended. Although he was incredibly successful, he wasn't getting out of life what he wanted. So he changed it. And this change has given him a unique perspective on success.

 

Questions? Email me: Mpolicar@hightoweradvisors.com

 

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Fifteen Minute Financial Advisor Podcast by Michael Policar - Fiduciary - 2M ago

Did you ever say "I wish I would have..." about anything in your life? I know I have. I wish I would have done a lot of things differently. I wanted  a way to help minimize that feeling, so here's a mental framework that I use to help avoid regret in the future. It's projecting myself into the future, and working backwards to today. Is it an original idea? I have no idea. But it seems to be helpful. I'd love to hear your thoughts!

 

Questions? Email me: Mpolicar@hightoweradvisors.com

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