What’s On My Mind – Episode 124 – “Talking shows on Netflix”
Do you listen to podcasts? Do you watch shows where people are just talking to each other? Jerry Seinfeld has a show on Netflix where he’s just talking to people for 20 minutes. There’s nothing else happening on the show. What does this have to do with financial planning? Enjoy! – Kaleb Paddock, CFP® You…
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Checklist! “What issues should I consider if I lose my job?”
Are you like me? Does it drive you nuts when companies force you to hand over your email address to obtain a helpful piece of content? Yep, I felt we were kindred spirits on this one. The helpful piece of content in this post is a checklist of issues to consider if you’ve experienced a…
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A beautifully diversified portfolio and why it matters
A question I receive from time to time is, “What do you mean when you use the term ‘beautifully diversified portfolio’? Especially when the market is going down, how is a beautifully diversified portfolio different? How is it going to behave and why is this diversification good for me? In order to best answer this…
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What’s On My Mind – Episode 137 – “Stop asking for my email address!”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 136 – “Les Schwab and customer experience”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 135 – “Stop using ‘but’ – use this instead)”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 134 – “Year-end Tax Planning”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 133 – “Are you building margin in your schedule?”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 132 – “Retirement income exclusions for Colorado residents!”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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What’s On My Mind – Episode 131 – “Tax-Free Retirement”
Welcome to the “What’s On My Mind” video series with Kaleb Paddock, a fiduciary financial planner based in Parker, Colorado. It’s pretty straight-forward, click here to learn what’s on my mind. Thanks for watching! – Kaleb Paddock, CFP® You can learn more about Kaleb and Ten Talents here.
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