Taking Care of Business Podcast

Join George as he flies solo again! We've had several clients asking about debt repayment recently, so that's our topic for today. The closer you get to retirement, the more it makes sense financially to pay off debt rather than investing extra money. The question is, how do you go about repaying that debt? Tune in to hear what kind of impact debt repayment can have, as well as how you g...

On today's episode, Tommy and George go into the different fee structures in our industry. Depending on what kind of entity you're working with, you will be paying different fees, both in amounts and the kind of fees. Fees are the biggest killer of a portfolio's return, so it's important that you know exactly what you're paying, and what you're paying for. Tune in to...

On today's episode, George and Tommy go into what it looks like to do spring cleaning with your finances. While you're in the middle of cleaning everything else, what better time to get your finances in order? Whether it's budgeting, getting your debt under control, or starting a savings account, there are several things you can do to start cleaning and organizing your finances for...

Join Tommy and George today as they discuss how to ignore the noise. In today's world, we are bombarded with media noise and it's impossible to determine what is accurate and true. No matter your stage in life, the best thing you can do is ignore the noise and properly position your investments based on the time you have left before retiring. Tune in to hear more!

On today's episode, George is flying solo! We recently had a new client pose the question, "Why The Journeys Group?", so today we're discussing what sets us apart from other firms in our industry. Whether it be our investing philosophy, our Christian faith, or the fees we charge, there's a lot that sets us apart and make us unique. Tune in to hear more!

Today's show is a little different, no financial planning to discuss. As you all may know, the Journeys Group is a faith based financial planning firm, and we love to take every opportunity we have to talk about our faith and our values. With this being the week before Easter, there is no better time to talk about those beliefs. We invite you to join us this week as we celebrate this joyous h...

On today's episode, George and Tommy talk about the hottest topic in the news these days...tariffs! We'll be diving into what exactly tariffs are and why they are being used to try and cut through some of the fog in the media. In addition, we'll be touching on market outlook in the face of this move. Tune in to hear more!

Join George and Tommy in today's episode as they discuss some common mistakes that people make in their retirement planning. Whether it's your risk level or the amount you're investing every month, retirement planning is a system of constantly moving parts. Making sure all of these parts are in line with your goals is vital to achieving these goals. Tune in to hear more!

On today's episode, Tommy and George discuss the importance of having retirement goals. In order to begin your financial planning journey, you've got to have an idea of where you're trying to get to. Basic questions include: How much income do you want when you retire? How old do you want to be when you retire? Without answers to these questions, financial planning becomes impossibl...

On today's episode, George and Tommy go into a deep dive into dividend investing. Dividend stocks are one tool in the financial arsenal, and like any tool they have their place. These investments are one of the more nuanced tools, so join us today to learn more!

On today's episode, join Tommy and George as they discuss their financial planning process. There are many different software that can be used to generate a financial plan, but they have their limitations. Here at The Journeys Group, our financial plans are developed by hand. This allows us to to intimately understand the finer details and make personal changes as necessary. Tune in to hear m...

It's everyone's favorite time of year...tax season! On today's episode, George and Tommy dive into the different types of taxes that we pay in the United States. From income tax to property tax, there's a wide coverage of taxes that we pay that a lot of people may not be aware of. Tune in to hear more!

Join Tommy and George on today's episode to unpack some of the uncovered government spending and how it impacts you as an individual. Our goal at The Journeys Group is to help our clients accomplish their financial goals and to achieve true financial freedom. There are steps you can take to achieve that independence, and get to a point where you are not reliant on any entity for your retireme...

On today's episode, join George and Tommy as they dive into the various benefits that a spouse has that are unique to them. From Social Security to investments to inheritance, there are different laws that dictate options for spouses as compared to non spouses. Tune in to hear more!

On today's episode, join Tommy and George as they dissect financial plans. Like any major goal, your finances involve substantial planning in order to accomplish your financial goals. We see many people that are not following a plan, or don't even have one, and there is so much freedom and peace that comes with having that outlined financial plan. Tune in to hear more!

Join Tommy and George for their Thanksgiving show! Today we're talking about the difference between gratitude and thankfulness given the time of year. It's important to take stock of the blessings we have and understand how much we have to be grateful and thankful for. From us here at the Journeys Group, we hope you have a wonderful Thanksgiving!

On today's episode, Tommy and George discuss the meaning of a "good Christmas". Specifically, how do you have a good Christmas when your finances may not allow it? Our challenge to you is to look at what a good Christmas means to you and your family, and to make it the best one yet despite your financial situation. Tune in to hear more!

Join George and Tommy today as they discuss the importance of diversification. We get questions fairly regularly about our portfolio design, and specifically why bonds are included in a portfolio when they typically have a low return. Understanding what diversification is and the purpose it serves will help you achieve your financial goals and stick to your financial plan. Tune in to hear more!

On today's episode, George and Tommy take a look at a few case studies of portfolio design. Depending on your age and stage of life, your portfolio will look different and have different makeups in order to best serve you and your goals. Just like life, your portfolio should be fluid and change as your stage in life changes. Tune in to hear more!

On today's episode, Tommy and George discuss the current state of the market and our predictions for the upcoming year. With a new administration brings a lot of changes, and the market will respond to those changes accordingly. Based on economic indicators and public perception, tune in to hear our thoughts for this upcoming year!

Join George and Tommy today as they discuss steps to stop living paycheck to paycheck. This is a hole that many people feel trapped in, and although it will take time to get out of it, it is completely doable with just a few key steps. By being intentional with your finances, you can achieve true financial freedom. Tune in to hear more!

On today's episode, George and Tommy discuss the basics of estate planning. Specifically, we're diving into the basic documents that everyone should have as the basis for their estate planning. From wills to power of attorney, join us as we do a deep dive into what these documents do and why they're important. Tune in to hear more!

On today's episode, Tommy and George take a look at what the last 10 years of your working life before you retire should look like. There's several steps to preparing for retirement when you get in the short rows, and the earlier you take those steps, the better prepared you'll be when the time comes. Tune in to hear more!

On today's episode, George and Tommy discuss corporate retirement plans in detail. Whether you have a 401(k), 403(b), or other retirement plan through work, they all have their similarities and differences. Understanding your corporate retirement plan is crucial to properly preparing for your retirement. Tune in to hear more!

Join George and Tommy on today's episode as they dive into the effect political elections have on the overall stock market. With the upcoming election, there is one question that keeps popping up, "How will this affect the stock market?". You might be surprised to find out that with proper planning, the market isn't nearly as affected by who is in charge of the White House. Tun...