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Posts about
Financial Planning (2)
Are You Being Burned By Variable Annuities?
A few years back, I met a prospective client — let's call him Peter. He came to me through a referral, seeking financial advice. Peter wasn't unique in his situation: early 40s, married with a couple of kids, working hard to secure a future. We had
5 Questions You’ve Been Told to Ask Financial Advisors (And Why They Won’t Help You Choose One)
With the extra volatile post-pandemic economy, potential changes in the tax landscape, and the...
A Financially Fit Life: Ben Beck on CrossFit, Investing, and Family
Today we speak with Ben Beck, CFP®, Managing Partner & Chief Investment Officer at Beck Bode, a...
The Role of Leadership in Choosing the Right Financial Advisor
When I was younger I had a football coach whom I greatly admired. You know that expression you...
Fee-Based Vs Fee-Only Financial Advisors: How Does Your Financial Advisor Get Paid?
The question of financial advisor compensation is central to establishing the relationship between...
5 Investment Tips For Navigating Market Uncertainty
You would think that the period from the end of 2007 and effectively all the way through to 2009,...
The Advisor-Client Relationship: A Parallel to Doctor-Patient Dynamics
I like the analogy that is occasionally used in our industry, which finds parallels in the...
The Ideal Clients for Financial Advisors: Learnings From Working With CrossFit Athletes
At Beck Bode, we see fitness and finance as going hand in hand. You want to be financially prepared...
3 Myths About Investment Risk Tolerance and Performance
Too often, in the financial world, there's a misguided obsession with beating benchmarks like the...
Lessons From the Cockpit: The Importance of a Financial Planning Checklist
In a recent advisor team meeting at Beck Bode, I drew a parallel between financial planning and my...
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