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Moore Wealth Retirement Talk

Moore Wealth Retirement Talk

Von: Shawna Moore and David Moore
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 Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. Ökonomie
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  • Is Your Advisor Actually Managing Your Money?

    Is Your Advisor Actually Managing Your Money?
    Aug 9 2025
    Many people rely on financial advisors, but what does "managing your money" actually mean? This episode explores the critical difference between having an advisor and having an actively managed portfolio. We'll give you the right questions to ask to ensure you understand exactly what you're paying for and if your advisor's strategy aligns with your goals.
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    Weniger als 1 Minute
  • Advisory Fees, Are They Worth It?

    Advisory Fees, Are They Worth It?
    Aug 2 2025
    This episode tackles the perennial question: are the fees charged by financial advisors a worthwhile investment? We'll demystify common fee structures, from asset-under-management (AUM) fees to flat and hourly rates, helping you understand exactly what you're paying for. Join us to explore the tangible and intangible benefits a good advisor can provide, and learn how to assess if their expertise aligns with your financial goals.
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    Weniger als 1 Minute
  • The New Budget Bill and You

    The New Budget Bill and You
    Jul 19 2025
    During today’s show, we’re going to discuss what the newly signed federal budget bill may mean for older Americans and retirees.
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    Weniger als 1 Minute
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