Why Markets Crash  (VIDEO)

Why Markets Crash (VIDEO)

In this video Kevin adds to last week’s conversation about the complexities of investing in volatile markets. Kevin shares what occurs when markets crash and what you can do to prepare yourself, and your portfolio, for the next time it happens.

Top Ten Retirement Mistake #3:  Not Having a Plan For The Best Time to Start Your Social Security Benefits

Top Ten Retirement Mistake #3: Not Having a Plan For The Best Time to Start Your Social Security Benefits

Charlie and Kevin discuss some of the factors that people in their early 60’s should consider before starting Social Security. What are the three most important considerations in order to make the best decision? We believe this decision must be part of your overall retirement plan or it could be a very expensive mistake!

Lessons for the Next Crisis

Lessons for the Next Crisis

It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis…

Top Ten Retirement Mistake #6: the Good, the Bad and the Ugly of Annuities

Top Ten Retirement Mistakes – Number 6! We’re counting down to the biggest mistake you can make when it comes to preparing for a great retirement. In this episode Charlie and Kevin explore the good, the bad and the ugly about annuities. There are literally hundreds of different types of annuities and they’re not ALL bad.

Top Ten Retirement Mistake #7

Top Ten Retirement Mistake #7

The seventh most common retirement mistake is not setting goals or having a well-thought-out financial plan in order to achieve what’s most important to you.
We believe if you take the time to set realistic goals and develop a financial plan you will enjoy a better quality of life now as well as prepare for a great retirement lifestyle in the future. Our hearts desire is that you achieve your goals and dreams. Please let us know how we can help you in your journey to financial peace and prosperity.

Predictions…What Are They Good For? Nothin’!

Every year financial pundits make their predictions for the coming years. In this video Charlie Mattingly demonstrates the value (or lack there of) of news headlines and predictions using actual news headlines from 2016.
In order to be successful savers and investors, we must be keenly aware of our emotions and innate human behavioral biases. In this video Charlie demonstrates how our emotions and biases could lead us to poor financial-decision making.

Charlie Mattingly

Charlie earned his Bachelor of Science degree in Mechanical Engineering from the University of Tennessee. He then entered the United States Air Force where he served for ten years as an officer and F-16 fighter pilot. After his ten years in the Air Force, Charlie wanted to begin a new career helping others understand and thrive in personal finance so he earned his Master of Business Administration in Financial Planning from California Lutheran University. Charlie also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation in 2012. His prior life and work experiences as an Air Force officer and pilot have helped him understand the discipline, knowledge and leadership it takes to be an effective financial advisor for his clients.