Retirement Planning

Investments Affecting Your Taxes?

One of the most common questions I often hear from people is: “How are my investments affecting my taxes?”. Take a look at this weeks video below as we go a little deeper into this frequently asked question. Advisory services offered through J.W Cole Advisors, Inc. (JWCA). Texas Financial Advisory and JWCA are unaffiliated entities.

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3 Written Retirement Plan Strategies

You’ll likely hear time and time again about the importance of having a “written retirement or financial plan” that you can rely on. And what does that really mean, you might ask? Well, a “written strategy” is one that helps you define when, where, and how you will get income from your portfolio. It helps…

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Financial Freedom Roadmap

If you have listened to my radio show, attended one of my live events, checked out my website, you see that we often talk about having your TFA Financial Freedom Roadmap. The question is, what is actually in that roadmap? Watch the video below to dive into what it consists of.

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401K Alternatives

So you don’t like your 401k?  ​​They can be great to force you to save, but they can he horrible at controling your investment vehicle. Take a look at this short video below on some ideas on how to think outside the box when it comes to investing outside of your 401(k)

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Wealth Management Defined

Wealth management = investment consulting + advanced planning + relationship management The easy shorthand for the formula is this: WM = IC + AP + RM Investment consulting addresses the top concern of our clients: preserving their wealth. It is the primary offering of most financial advisors. Advanced planning addresses the four primary financial concerns…

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Create Your Vision For Retirement In 3 Steps

How do we turn our retirement dreams into reality? It’s a big question that many of us are unsure how to answer. This show provides three key steps to take now that can help listeners make that bucket list come to life in retirement. We’ll explore financial strategies that cover the cost-of-living basics — and…

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Key Components to Wealth Management in Retirement

You’ve likely heard of the concept “wealth management” before. Just stringing together a definition when thinking about those two words is simple… if you have wealth, you are managing that wealth. And to manage that wealth, it involves making decisions on where it goes, how it’s invested, and how it should change over time. More…

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The Eight Pillars of a Sound Retirement Strategy

In construction, the key to a sturdy, long-lasting house is the foundation. The same goes for people seeking to build a solid financial house for retirement: It all starts with a sturdy foundation. This show details the eight pillars — assets, income, protective features and more — that go into building a financial house for…

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Diversification & Your Retirement Portfolio

One key to making your financial ride through retirement smoother, more predictable and less stressful can be summed up in one word: Diversification. With retirement approaching or already here, there are four diversification levels to visit — four boxes to check to help reduce market risk AND position your assets for growth. We’ll walk you through…

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Stretch Those Assets!

Will your retirement nest egg last as long as you need it to? That question keeps pre-retirees and retirees awake at night. This show is designed to help them put the question to rest by offering a range of suggestions for how to extend the life of one’s retirement assets so they’re positioned to last…

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