2025 Financial Checkup: A Guide to Planning Your Year

Understanding Financial Advisor Fees: What You Need to Know

Hosts Jess Bost and Alex Chalekian delve into the complex topic of financial advisor fees. They discuss the different ways advisors charge fees, the overall fee structures commonly seen in the industry, and provide a guide to help clients figure out if they are being charged fairly. Jess and Alex highlight the importance of transparency, the necessity of asking the right questions, and the potential red flags to look out when choosing a financial advisor. They also clarify terms like fee-only, fee-based, and commission-based, and explain the fiduciary standard and its significance. Download the comprehensive guide for more insights and essential questions to ask when meeting with a financial advisor. ✨ FREE GUIDE: Educate Yourself on the 4 Types of Financial Advisor Fee Structures https://www.lakeave.com/understanding-financial-advisor-fees

2025 Financial Checkup: A Guide to Planning Your Year

Join Alex Chalekian and Jess Bost in this episode as they discuss the importance of conducting an annual financial checkup to maintain and improve your financial health. They explore how February is the perfect month to reassess your financial goals, tackle personal finance questions, and prepare for tax season. Learn about the benefits of regular financial reviews, uncover key areas of focus, and avoid common pitfalls. Don't miss the downloadable checklist provided to guide you through your financial checkup and set you up for success in 2025 and beyond. ✨ FREE CHECKLIST: All The Items You Should Consider At The Start Of The Year https://www.lakeave.com/2025-financial-checkup-guide

Surviving the Unexpected: Lessons from Hurricane Helene

In this episode of The FEW, we discuss the unpredictable nature of emergencies and the critical importance of preparedness. Host Jess Bost shares her personal experience with Hurricane Helene, emphasizing the chaos it brought and how financial preparation, such as having cash on hand and understanding insurance details, made a significant impact. Alex Chalekian and Jess also explore the concept of an emergency fund, the value of community support, and practical steps to be ready for unforeseen disasters. Tune in for insightful lessons and tips to ensure you're prepared for any emergency. ✨ FREE GUIDE: 4 Strategies You Can Use to Build Your Emergency Fund https://www.lakeave.com/build-your-emergency-fund

Are You Bad with Money: Uncover the Truth and Shift Your Financial Mindset

In this episode of The FEW, hosts Jess Bost and Alex Chalekian dive into the topic of financial self-perception and explore whether or not you might be 'bad with money'. This discussion unpacks the psychological factors behind the belief and the implications of self-identifying as financially incompetent. They touch on cultural pressures, societal judgments, and the deep-seated sense of shame that often accompanies financial struggles. Jess also provides actionable steps for listeners to start shifting their money mindset, including utilizing a specially designed money beliefs worksheet. Tune in for thought-provoking conversations and practical advice on transforming your financial narrative. ✨ FREE WORKSHEET: Money Mantras https://www.joinfew.com

Year-End Tax Strategies: Maximize Your Savings

Join Alex Chalekian and Jess Bost as they dive into the world of taxes, offering practical tips and strategies for year-end tax planning. They share personal stories, break down the complexities of the tax code, and provide actionable advice to help you keep more of your hard-earned money. The duo discusses the importance of understanding tax-advantaged accounts, the impact of federal policy changes, and the benefits of consulting a tax professional. ✨ FREE GUIDE: 5 Strategies You Can Use Now to Lower Your Taxes https://www.lakeave.com/end-of-year-smart-tax-strategies-resource-guide-2024