Managing Money

The years before retirement are especially important for making decisions about our spending habits, investments, and other financial issues. Where do we begin? In this video, founder of Wealth Logic and financial advisor Allan Roth, gives us some pointers on being wise when creating our retirement plan. Enjoy the show! Read More

If you’ve ever thought about asking for help with your finances – maybe trying to roll over your 401k without getting dinged by tax penalties or making sure you’re not taking too much risk with your life savings – you may have found yourself wondering what financial advisors actually do. Read More

You probably know that women have a longer life expectancy than men, but did you know that there are 105 males born for every 100 females to compensate? Women have a longer retirement than men, so start now to plan for it.
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It is well understood that hiring managers primarily choose a candidate based upon a perceived chemistry. How will this candidate fit into our culture? Will I want to be around them for the large amount of time I spend at work? Read More

The way we conduct business keeps changing and will keep changing. It used to be the golf course was one of the best places to do business outside the office.
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The freedom of retirement doesn’t have to mean the end of making money. Plus, now is the time to cash in on things you actually enjoy doing! Read More

When retirement is already a fact, it is too late to talk about saving money. What do you do then? Financial advisor Allan Roth has some practical strategies that he’s going to share with us today. Enjoy the show! Read More

The years before retirement are especially important for making decisions about our spending habits, investments and other financial issues. Where do we begin? Join us in discussion with financial advisor Allan Roth, who will give us some pointers on being wise when creating our retirement plan. Enjoy the show! Read More

While marketing a product I created, I often get asked these two questions: What is a trust? And, do I need a trust? Read More

When you get to the period of transition to retirement, things get tricky. Have you saved enough money to retire? Or should you continue working? Financial advisor Allan Roth offers some tips for making the best choices when retirement comes knocking. Enjoy the show! Read More