The Financial Wizard™️

Getting Good Financial Advice

In this episode, Eric talks about how to find the right investment professional, and how to know whether they are giving you the right advice. Remember, if you know what vehicles are appropriate for your age, etc. a good advisor won't recommend something that runs counter to that. Check out their work history and any complaints at https://brokercheck.finra.org/ Links for state-level checking for CPAs, mortgages brokers, insurance agents, and commodities futures brokers are at http://www.finra.org/investors/brokercheck-resources You can share your money questions, worries and triumphs with us at eric@TheFinancialWizard.com. Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com, and follow Eric on Facebook @TheFinancialWizard and Twitter @YouCanDoMoney

Financial Independence Day

What does it mean to be "financially independent?" In this special July 4th edition, Eric talks about financial independence: our attitudes, goals, and seven habits of financially independent people that we can apply right now to get us closer to those goals. You can share your money questions, worries and triumphs with us at eric@TheFinancialWizard.com. Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com, and follow Eric on Facebook @TheFinancialWizard and Twitter @YouCanDoMoney

5 Things You Can Do Today To Improve Your Financial Life

This week, Eric gets down to brass tacks with some super-practical tools for tweaking our finances and get us over the hump faster. 1. Cutting expenses: https://bit.ly/2h1qUcX 2. Credit unions: MyCreditUnion.gov **Here's a bonus just for reading the show notes! Most credit unions have a deal whereby every 7-11 ATM is fee-free to their members! Ask you credit union and find fee-free ATMs at co-opcreditunions.org 3. Rollover your old 401(k): https://nerd.me/2lJCCId 4. Compare Life Insurance polices: PolicyGenius.com 5. Make a Will: LegalZoom.com Please share your confidential money questions, worries and triumphs with us at eric@TheFinancialWizard.com. Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com, and follow Eric on Facebook @TheFinancialWizard and Twitter @YouCanDoMoney

Answering Your Questions!

This week, Eric answers your questions, covering such issues as when to pay for a tax preparer, choosing vendors, recovering from financial trauma, and learning about stock investing from scratch. "Buying Time" episode: https://anchor.fm/TheFinancialWizard/episodes/Buying-Time-e19mbl "Buckets O' Money" episode: https://anchor.fm/TheFinancialWizard/episodes/Paying-Off-Credit-Cards--pt--1-Buckets-o-Money-e1a82s Learn Investing app https://rubicoin.com/learn/ Please send your confidential money questions to Eric at eric@TheFinancialWizard.com. Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com and follow Eric on Twitter @YouCanDoMoney

The Retirement Money Machine

This week, Eric shows how to reduce investment risk while increasing our potential returns. He references principles going back to ancient times, and shows how to apply them. It all comes together in our retirement accounts, with a simple system that is easy to set up and maintain, and available to investors of any size. Listen to Eric's guest appearance on the "Tell Your Story Better" podcast here: https://anchor.fm/izoldat Please send your confidential money questions to Eric at eric@TheFinancialWizard.com. Please subscribe, leave us a review, and tell your friends about this podcast. You can see more on the Web and join our email list at www.TheFinancialWizard.com and follow Eric on Twitter @YouCanDoMoney