Steps to Better Health and Financial Comfort
Soak in the sunshine and the sound of the ocean waves while improving your financial literacy.
Exercise and plan for your financial comfort while strolling along a beautiful beach. Why? Because we can! And walking on the beach is a wonderful way to clear your head, get away from "it all", and focus on your desired topic for the session.
Benefits of a 1 hour beach walk
Strengthen legs, heart and lungs
Fresh air and sunshine
Grounding
Sand between the toes
Ocean waves as background
Discussion Topics
We can discuss your specific situation/investment opportunity
OR
Have more general financial literacy discussion around:
- Cash flow
- Stock market intro
- Index funds
- Compound Interest
- Mutual Funds
- DCA- dollar cost averaging
- Timing the market
- Know your timeline
- Diversification
- CDs, T-Bills, Bonds
- Rent vs Buy
- Market conditions
- Current state of the economy
- other
Walk and Talk References
Father and Son: Brent R.
Father and Son: Brent R.
Father and Son: Brent R.
John shared really useful information to my son and myself on how to simplify and automate investing. We discussed how a seemingly small difference in management fees/expenses can make a big difference in the bottom line over many years, and looked at practical ways to gradually enter the market (i.e. do not invest every $ day one, spread it out, reduce the risk).
New to 401k: Ray H.
Father and Son: Brent R.
Father and Son: Brent R.
After meeting with John I have a much better understanding of the options I have in my current 401k offerring. We developed a plan to simplify my approach and overall strategy. Walking on the beach was a great, relaxing environment to think clearly.
Retire at 55: Vivi A.
Father and Son: Brent R.
Retire at 55: Vivi A.
I had a strong desire to retire at 55, but I really did not have an understanding of my current and future cash flow requirements. We reviewed all current and future income/expenses, and developed a practical plan to reach my goals.