200-Empty Your Cup

Sometimes with our day to day we become so focused, so close in to the details.  We are doing a good job, it’s just we are so close we forget to step back and see the big picture. Taking that step away from your day to day, what Strategic Coach calls a “Free Day”.  A…

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199 – Dollar Cost Averaging – A Discussion

Today we are discussing dollar cost averaging.  We have discussed this before, and we have decided to revisit this topic again. Dollar cost averaging is a strategy that allows an investor to buy the same dollar amount of an investment on regular intervals the purchases occur regardless of the asset’s price. Human emotion gets in…

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198-Carrier Pigeon to Digital

You may look back at this episode in 2 or 3 years it may seem unusual.  In the financial planning world some people still get their statements by paper.  These statements are required to be sent out to clients. If you look at the charts for the market at the end of 2018 it looks…

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197-Charging A Fee For Your Service

Commissions are a form of variable-pay remuneration for services rendered or products sold.  Commissions are a common way to motivate and reward salespeople.  Commissions can also be designed to encourage specific sales behaviours. We have been talking about a change on the horizon of charging a fee for service rather than being paid by commission.…

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196-Is Collaboration The New Currency?

Is collaboration the new currency? This week we explore our collaboration with Steve about his Your Retirement Map and Perspective$ process (http://openroll.org/171-retirement-map-steve-fricker/). We also talk about the collaboration and sharing of space.  How working with other individuals builds your network. Small is the new big.  

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