Media Library
Investment Advice
Don’t go into a financial arrangement with your eyes closed
You deserve to keep as much of the money you earn as possible. Sometimes the leaky bucket isn’t the investment, it’s the person doing the investing. Here’s how we saved one client $30,000 in fees per year.
The most important question I ask new clients is if their investment partner is a fiduciary. Having someone who is legally bound to making the best financial decision for you, not for themselves, is crucial. Watch the video for more detail and two other important tips if you’re evaluating your current investment partner or looking for a new partner.
Investment Advice
Searching For An Advisor? Three Tips You Can Use Now
Investment Advice
Searching For An Advisor? Three Tips You Can Use Now
The most important question I ask new clients is if their investment partner is a fiduciary. Having someone who is legally bound to making the best financial decision for you, not for themselves, is crucial. Watch the video for more detail and two other important tips if you’re evaluating your current investment partner or looking for a new partner.
Interviews
Why Tax Refunds Are Getting Smaller
Jeff Socha on why refunds are getting smaller on Financial Survival Network:
Jeff Socha talks to Kerry Lutz on the Financial Survival Network about why many Americans are seeing smaller tax returns and what that means, why it may not be a bad thing, and what it means for next year.
Can we make inflation great again? Jeff makes the case on Financial Survival Network with Kerry Lutz:
Jeff Socha talks to Kerry Lutz on the Financial Survival Network about inflation, stagflation and how inflation works in different economies. While the idea sounds contradictory it’s rooted in good economic theory.
Interviews
Can Inflation Be Good?
Interviews
Can Inflation Be Good?
Can we make inflation great again? Jeff makes the case on Financial Survival Network with Kerry Lutz:
Jeff Socha talks to Kerry Lutz on the Financial Survival Network about inflation, stagflation and how inflation works in different economies. While the idea sounds contradictory it’s rooted in good economic theory.
Interviews
Teaching Kids Financial Literacy Starts Young. What Every Parent Can Do
Kids and credit cards? Jeff breaks down why financial literacy should begin in childhood on CT Money Strategies:
Jeff Socha discusses the need for children to become financially literate on CT Money Strategies. Learn how to automate to make everything easier and build a habit. Teaching your children early and often is the key to success.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as legal advice. Please consult legal professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.