Tag: Income

Why Should Both Partners be Involved in Household Finances? With Tony R. Luckhardt, MBA, CFP®, CRPC®, and Rachel Rasmussen, MBA, CFA, CDFA®

Why Should Both Partners be Involved in Household Finances? With Tony R. Luckhardt, MBA, CFP®, CRPC®, and Rachel Rasmussen, MBA, CFA, CDFA®

Many studies have shown that money can be a significant source of conflict in relationships. What if one partner is a saver and the other a spender? How do you align on your goals for the next 5, 10, or 15 years? 

In this episode, Tony Luckhardt, MBA, CFP®, CRPC®, and Rachel Rasmussen, MBA, CFA, CDFA®, go into detail about the importance of communication and getting on the same page when dealing with finances among spouses. 

Tony and Rachel share more about:

  • When you should start having these important conversations
  • What to consider when planning for a future together 
  • How working with a financial advisor can ease some of the stressors that come with these important discussions 
  • And more

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A Chat About Portfolio Income With Thom Guidi, CFA

A Chat About Portfolio Income With Thom Guidi, CFA

The investments in your portfolio usually grow. At least that’s the goal. But those investments may also generate income. So what is portfolio income and what role can it play, especially in retirement?

In this episode, Thom Guidi, CFA, discusses the importance of portfolio income and the impact of portfolio income in a down market.

Thom shares more about:

  • Where portfolio income comes from
  • The impact of portfolio income in a down market
  • Bonds versus stocks income
  • The tax impact on portfolio income
  • And more

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