Financial Straight Talk with David Dickens

Actions Speak Louder Than Words

financialstraighttalk — Thu, 11 Jan 2018 11:00:00 -0500

Learn to invest like a genius and determine whether you need a traditional or Roth IRA. Finally, let’s make sure your financial actions are lining up with your words.

Common Portfolio Mistakes

financialstraighttalk — Thu, 04 Jan 2018 11:00:00 -0500

Discover what common mistakes you could be making in your portfolio. We’ll also share some strategies that just don’t work and listen to the wisdom of Mark Twain.

Silver Linings

financialstraighttalk — Thu, 28 Dec 2017 11:00:00 -0500

Let’s look for the silver lining in your finances. We’ll also clear up the confusion surrounding Social Security. Finally, learn what traits you should look for in a financial advisor

Retirement Variables And Constants

financialstraighttalk — Thu, 21 Dec 2017 11:00:00 -0500

Learn the variables and constants that will affect your retirement. Make sure you’re living your retirement without regrets.

The Financial Puzzle

financialstraighttalk — Thu, 14 Dec 2017 11:00:00 -0500

Retirement planning is like a crossword puzzle. Find out how one wrong “answer” will affect the rest of your retirement plan. Later on, life happens. Learn how different events should factor into your portfolio.

Staying On Course

financialstraighttalk — Thu, 07 Dec 2017 11:00:00 -0500

Getting lost is never fun. This week, make sure you don’t get lost in your financial planning. We’ll also confidently proclaim financial truth.

The Desire To Retire

financialstraighttalk — Thu, 30 Nov 2017 12:21:25 -0500

Explore your inner desire to retire, set firm financial goals, and discover how to complete a roth conversion along the way.

The Retirement Farm

financialstraighttalk — Tue, 21 Nov 2017 11:15:45 -0500

We’ll teach you the lies you learn in broker school, take a trip to the retirement farm, and examine how emotions affect the decision-making process.

End Of Year Checklist

financialstraighttalk — Thu, 16 Nov 2017 14:59:29 -0500

Everyone likes a healthy bank account. Learn the value of keeping a little cash on hand. Guard yourself against financial media and start preparing your end of the year checklist.

Defense Mechanisms

financialstraighttalk — Thu, 09 Nov 2017 10:46:14 -0500

Determine whether you’re defensive when talking about retirement. Learn why mutual funds are out of style and whether debt is good in retirement.

Silver Linings

financialstraighttalk — Thu, 02 Nov 2017 09:31:56 -0500

Let’s look for the silver lining in your finances. We’ll also clear up the confusion surrounding Social Security. Finally, learn what traits you should look for in a financial advisor.

Awkward Conversations

financialstraighttalk — Thu, 26 Oct 2017 10:08:53 -0500

We’ll tell you about the awkward conversations you might have with your advisor. We’ll also keep you from sabotaging your financial health and correct your estate planning mistakes.

Retirement Variables And Constants

financialstraighttalk — Thu, 19 Oct 2017 10:27:44 -0500

Learn the variables and constants that will affect your retirement. Make sure you’re living your retirement without regrets.

Retirement And Flying

financialstraighttalk — Thu, 12 Oct 2017 10:45:55 -0500

Discover the connection between flying and your retirement plan. Prepare yourself for the next market crash, and learn why your last decade at work is so important.

The Right Sense Of Urgency

financialstraighttalk — Thu, 28 Sep 2017 10:47:15 -0500

It’s easy to procrastinate, but we’ll show you the importance of urgency in retirement planning. We’ll also play the blame game and do a little fourth quarter planning.

Financial Security

financialstraighttalk — Thu, 21 Sep 2017 11:57:48 -0500

Find out what “financial security” could mean to you. Learn why your 401(k) isn’t perfect. Finally, hear the stories of clients who have experienced disaster in their portfolio.

Fake Financial News

financialstraighttalk — Thu, 14 Sep 2017 11:26:02 -0500

Make sure you’re not consuming too much fake financial news. Learn about overrated and underrated financial tools.

Retirement: It’s Harder Than It Looks

financialstraighttalk — Thu, 07 Sep 2017 11:21:26 -0500

Learn why planning for retirement is harder than it often looks. Make sure you’re not eating your words in retirement. Finally, grab a pencil. Don’t miss our wit and wisdom as we share some financial proverbs.

Road Trip To Retirement

financialstraighttalk — Thu, 31 Aug 2017 10:47:19 -0500

Pack your bags. This week, we’re going on a road trip. We might even do a little financial fishing along the way.

Facing Financial Reality

financialstraighttalk — Thu, 24 Aug 2017 11:42:24 -0500

It’s time to face reality. Learn the reality of planning for retirement today. We’ll also examine when you should retire. Finally, discover what safe money means to you.

The Financial Junk Drawer

financialstraighttalk — Fri, 18 Aug 2017 13:09:20 -0500

Learn how to organize and utilize your financial junk drawer. Examine the pain points in your portfolio, and fight through the awkwardness when it comes to conversations about money.

Retirement’s 50 Shades of Gray Area

financialstraighttalk — Tue, 08 Aug 2017 12:16:12 -0500

This week, we’re headed to the movies. Don’t miss out as we take you through financial classics including 50 Shades of Gray Area, It’s a Wonderful Life Expectancy, and Little Missed Details.