Lake Growth is your partner for meeting the financial challenges in your life, by providing financial strategies and solutions that match your hopes and dreams.
Saint Charles, IL
Joined April 2013
- Tweets3.1K
- Following143
- Followers228
- Likes108
"Two records in one report describing the same person." Big surprise bill: where does the money come from first? Reply 1-6: 1) Savings 2) Credit card 3) 401(k) 4) Home equity 5) Family 6) Don't know #NYAFP
4
"Growth assets make terrible shock absorbers." So why is your 401(k) doing crash duty? #NYAFP
10
"His kids didn't have to become his backup plan." What would it take for your family never to carry that role? #NYAFP
2
Locked till 59½ or floating with the Fed? "Nobody offered him a number he could actually know in advance." Which way did you lose? #NYAFP
1
"The money only covered two years of care. She lived six more." What is your plan assuming about the house? #NYAFP
1
"They've been eating away at your brains." Grab a flashlight and an old statement. Which myth is chewing on yours? Reach out at notyouraveragefinancialpodca… and click "Request a Meeting." #NYAFP
7
"They push people towards strategies that often look flexible early on." How did you choose your life insurance? Reply 1-6: 1) Lowest premium 2) Employer plan 3) Family advice 4) Side-by-side comparison 5) Haven't yet 6) Not sure #NYAFP
3
"You're not chasing the highest possible spreadsheet number." If not the biggest projection, what are you actually building toward? #NYAFP
1
6
"Look cheaper in year one" has a sequel. Ballooning premium or face-planting side fund. Which way did you lose? #NYAFP
3
"Behavior beats starting balance." Which habit would change your numbers most? Reach out at notyouraveragefinancialpodca… and click 'Request a Meeting'. #NYAFP
4
Split it all evenly. Wait three years. "Different behaviors... a very different ending." Truck in the ditch or business up and running? Reach out at notyouraveragefinancialpodca… and click 'Request a Meeting'. #NYAFP
1
"Villains are easier than doing your homework." What usually stops you from looking into a new strategy? Reply 1-6: 1) Not sure where to start 2) Too complicated 3) Not for people like me 4) Past experience 5) No time 6) Open, just haven't yet #NYAFP
8
Your tax code still wrapped in police tape? "Treat the tax code like a toolbox, not like a crime scene." What's stopping you? #NYAFP
1
6
"It's not a status symbol. It can be more like a shock absorber." What in your finances is there to absorb a hard month? #NYAFP
5
Cry "rigged" or hide in the defaults. Same result. "They confuse unfamiliar with unfair." Which way did you lose? #NYAFP
3
"He had hidden himself from the code." Derek nearly lost his key employee over an unread paragraph. Which paragraph haven't you read? #NYAFP
10
"You cannot eat an average." Poll below. Be honest: which one are you? #NYAFP
youtu.be/KjJWleWN430
4
"He sold the dip to keep his business liquid." Business owners: where does your cash come from in a down year? #NYAFP
3
"Sequence risk is quieter when only one person in the family can see it." Who in your family should hear this conversation? #NYAFP
nyafinancialpodcast.com/epis…
3