Financial Insights: Investment & Retirement Planning

Financial Insights: Investment & Retirement Planning

Welcome to Ford Financial Group's Financial Insights Podcast, where we review subjects relevant to investing, and topics that impact our clients and their plans for retirement.Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and separate entity from LPL Financial. The Financial Advisors of Ford Financial Group are also Registered Representatives with and securities are offered through LPL Financial, Member SIPC, www.sipc.org.For a list of states in which we are registered to do business, please visit www.FordFG.com.1-856451... Show More

Episodes

In our latest episode, Nik and Brian discuss some of the particulars in the government's stimulus (rescue?) package that's designed to help individual taxpayers, as well as business owners.

Music:
Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution licence (https://creativecommons.org/licenses/by/4.0/)

Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100499

Artist: ...

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In another bonus episode, Steve, Ryan, and Brian record remotely to discuss ongoing turbulence in markets, stimulus from Congress and the Federal Reserve, and what kind of shape the recovery may take.

Music:
Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution licence (https://creativecommons.org/licenses/by/4.0/)

Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100499

Artis...

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This week we welcome back realtor Lena Fisher, who returns to the podcast to give us some tips on what it takes to help sell your home quickly, and at the right price. We talk about how the internet has changed things from sellers, though some of the fundamental principles on what it takes to sell your home have always remained constant. 

Music:
Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution l...

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March 20, 2020 23 min

In another bonus episode, Steve and Brian record remotely to discuss what to make of markets in light of the recent historic selloff, and try to bring some perspective on what may be ahead.

Music:
Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution licence (https://creativecommons.org/licenses/by/4.0/)

Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100499

Artist: http://i...

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March 11, 2020 20 min

In this bonus episode, Steve and Brian address the recent market drops and provide some perspective on how the Coronavirus and a price war in oil might affect your investments.

Music:
Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution licence (https://creativecommons.org/licenses/by/4.0/)

Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100499

Artist: http://incompetech.c...

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March 9, 2020 26 min

Markets and economies change over time, but do you know what doesn't change for investors? The basics.

This week Nik and Brian discuss 7 principles for long term investing that can help you make the most out of your retirement savings and can help keep you on the path to reach your financial goals.

Music: Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution licence (https://creativecommons.org/...

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February 28, 2020 21 min

Brian and Steve get together to discuss the historic stock market volatility we've had recently, the effects the spread of Coronavirus (COVID-19) may have on stocks and the economy, and what this means for clients and their portfolios.

Music:
Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution licence (https://creativecommons.org/licenses/by/4.0/)

Source: http://incompetech.com/music/royalty-fr...


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February 23, 2020 21 min

This week we chat with Lena Fisher, a realtor who, though her Homebuyer Happy Hour, has helped to guide countless new homebuyers through the buying process. In our session, she helps to walk us through the process of identifying a property to purchase, understanding what you will get from your budget, and she sheds light on the importance of being pre-approved for you mortgage loan.

Music:
Cold Funk - Funkorama by Kevin MacLeod is l...

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February 16, 2020 12 min

In our experience in working with younger investors, we have found that many people start to get serious about their finances once they start a family.  When you have a little one you're now responsible for, the stakes get a little bit higher, and everybody becomes more interested in getting a plan together, so they can make sure their needs are taken care of.

This week Brian discusses four key things young families need to tack...



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February 10, 2020 9 min

There’s an old adage on Wall Street that suggests, “As goes January, so goes the year.” This week Brian discusses the stats behind the theory, and reviews its impressive (though recently flawed) track record. Given stocks closed red in January, how worried should investors be?

So Goes January, So Goes the Year: https://i2.wp.com/lplresearch.com/wp-content/uploads/2020/02/so-goes-january-so-goes-the-year.png?ssl=1

The January Baro...





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Fears that the deadly coronavirus would spread further around the globe intensified last Monday, leading to the biggest one-day drop in the S&P 500 Index since October 8, 2019. In fact, it was the first time the index moved 1% in either direction since early October—spanning 71 trading days.

This week, Brian discusses past market reactions to outbreaks similar to the corona virus, as well as he believes the real story is here is...





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January 29, 2020 6 min

In the last episode we discussed the fact that since 1940, the S&P 500 Index hasn’t been lower during an election year when an incumbent president has been up for reelection. But, because we’ve had so many requests about election years and markets, we thought we’d take another look at this impactful year.

In this bonus episode, Brian discusses the fact that stocks actually have traded in a tight range from February through June ...







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January 27, 2020 7 min

2020 is off to a roaring start for markets, and we have seen the major indices pick up right where they left off in 2019.

However, many investors are eyeing the upcoming presidential election as an impending storm that could cause real trouble for the stock market. However, that scenario isn't always the case, as we review in this week's episode.

While pre-election years (like 2019) have tended to be the strongest for stocks...









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Did you know that the President recently signed a bill passed by Congress that makes some huge changes to the rules relating to saving for retirement? This week Brian and Ryan review the SECURE Act, and discuss 10 of the biggest changes that come from the law, including a change to the age when required minimum distributions must be taken, changes in 401(k) options, and how beneficiaries inheriting IRAs are impact. This new law is ...















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While not a perfect predictor of stocks (is there a perfect predictor), it's true that when S&P 500 returns in the first five trading days of a new year have been higher, the full-year total return for the S&P 500 has been positive 80% of the time. This week Brian discusses that factoid, and what it might mean for your investment accounts.

In the episode, he also referenced LPL Research's "chart of the day", ...



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This week Brian talks about some of the tax law changes for 2019 as you prepare to head into the new tax season.


Music:
Cold Funk - Funkorama by Kevin MacLeod is licensed under a Creative Commons Attribution licence (https://creativecommons.org/licenses/by/4.0/)

Source: http://incompetech.com/music/royalty-free/index.html?isrc=USUAN1100499

Artist: http://incompetech.com/

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December 29, 2019 25 min

Are you able to see the future? Nope, neither can we. However, this week, Brian, Nik, Steve, and Dawn gathered to discuss the 2020 outlook for markets and the US & global economies. We broke down the 2020 outlook research piece from LPL Research to help us figure out where the investments may be headed as we embark on the new decade.

If you would like to read the research piece from LPL, click here: http://view.ceros.com/lpl/out...



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December 22, 2019 25 min

Have you ever wondered why your financial planner asks you how much you make a year, or what your expenses are? One answer is that they are trying to get information that's key to creating a retirement income projection, or a financial plan.

In this episode, Ryan and Brian cover the important information from your financial life that goes into the creation of your personalized retirement plan, and how financial advisors work to ...


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December 16, 2019 24 min

'Tis the season! Nope, we're not talking about the holidays. We're talking about the increase of scam phone calls, and scam phone calls relating to Social Security in particular, over the holiday months.

At the end of last year, Social Security reported an increase in phone scam allegations by 30,592 in December 2018. That's more than the prior 14 months combined!

This week Ryan and Brian get together to discuss some ...


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December 8, 2019 15 min

In our "Meet the Advisor" series, we chat with the financial advisors of FFG to learn more about their background, personal lives, and approach to investing and financial planning. 

In this episode, we talk with Brian Ullmann, a Certified Financial Planner and one of the managing partners of Ford Financial Group. He works with clients to establish and implement their financial plans, and in the ongoing review of their invest...



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