First Financial Insights
Dangers of Annuities in Retirement
Embarking on the journey of retirement requires a thoughtful approach, and understanding the role of annuities in retirement is paramount. As the financial landscape evolves,
Family Limited Partnership Comprehensive Overview
What is a Family Limited Partnership A Family Limited Partnership is simply a formal partnership where the partners are family members. Like other partnerships, a
Understanding Your 401(k)
412 This BenchTalk is all about understanding your 401(k) plan. At its core, a 401(k) is a type of retirement savings plan that companies will
Best Financial Investments in 2020
What were the best financial investments in 2019? This is the question that many people ask in the hopes of finding that secret formula for
Can A Financial Advisor Really Help?
Can A Financial Advisor Help You? Can a financial advisor help you in a meaningful way? The short answer is yes but, we do in
How to Achieve Financial Security in 7 Straightforward Steps
How Do You Achieve Financial Security? The short answer is you need a solid financial plan to achieve financial security, which is true at any
Can You DIY Your Finances?
Can you DIY your personal finances? By now, most of us are familiar with the term DIY or “do-it-yourself”. The idea behind DIY is essentially
How To Pay For College
Parents and students all across the country continue to wonder how they are going to pay for college. Over the last thirty years, the cost
Financial Recession: Top 3 Things to Do
If you have been listening to the news there seems to be a lot of discussion about an impending financial recession. We at First Financial
Investment Checklist: step one, have cash flow?
https://player.vimeo.com/video/352369173 Investment Checklist What is investing? We all hear about the great investors like Warren Buffett, Jack Bogle, and Benjamin Graham. Hollywood portrays these investors
Retirement Accounts 101
Retirement accounts and Investment accounts allow people to get the best of both worlds when investing for their future. Both retirement and investment accounts
Financial Wisdom and Fee Only Advice
https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we
How to Become a Millionaire
https://player.vimeo.com/video/331107939 Do You Want To Be A Millionaire? Do you want to be a millionaire? Of course, that’s a silly question because most people would
This is the Value of Fee-Only Advice
https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we
Stocks and Bonds Diversification
https://player.vimeo.com/video/318364502 Diversification Diversification starts with predictability. Before we even start building an investment portfolio for a client, we need to have some form of predictability.
What Are Bonds and Why Own Them?
https://player.vimeo.com/video/313046297 Companies have the ability to raise money in a lot of different ways. If they want to let investors own a part in their
What Are Stocks and Why Own Them?
https://player.vimeo.com/video/307137257So, what are stocks? A stock is in simple terms, a piece of paper stating that you own a share of a company. But what
You Need A Solid Financial Plan
https://player.vimeo.com/video/299509435 You Need a Solid Financial Plan Here’s a quick recap of the importance of having a solid financial plan. Some of you will remember
What Makes Fee-Only Different?
https://player.vimeo.com/video/137504719 Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors, using a lot of different names to describe what
Bench Talk: 5 Things You Can Do
https://player.vimeo.com/video/221493105 5 Things You Can Do Today There is an old saying, part of Isacc Newton’s first law of motion, that states, “a body in
Is Your Advisor an Eeyore?
https://player.vimeo.com/video/219585253 Video transcript: No, no, no, no! You can’t do that! That will never work! We’ve all run into that person – the “Eeyores” of
Bench Talk: Habit of Generosity with Kids
https://player.vimeo.com/video/201204183 Bench Talk: Habit of Generosity with Kids Video Outline: Is your money like manure? For all you Broadway Musical buffs out there, who said the
Bench Talk: Why Do We Invest?
https://player.vimeo.com/video/186024916 Why Do We Invest? Investing is risky so why do it? The reason is inflation. Inflation is simply the rising cost of goods and
Bench Talk: How I Paid Off $50k in Student Debt
https://player.vimeo.com/video/180201996 Did you know that there are over 45 million people in the United States that carry student loan debt? And….as of right now, you
Bench Talk: Don’t Ignore Your Finances
https://player.vimeo.com/video/178048195 One of the biggest concerns couples have is how to talk about their finances. When it comes to money and finances, this question almost
Bench Talk: 10 Questions to Assess Your Estate Plan
https://player.vimeo.com/video/174427830 It’s important to assess the health of your estate plan. More often than not, people do not adequately prepare for estate planning and retirement.
Bench Talk: Brewing The Perfect Financial Plan
https://player.vimeo.com/video/162611005For today’s Bench Talk I’m going to be talking about beer and financial plans. I know what you’re thinking, those two things don’t go together.
Bench Talk: Great Coaches Cast Vision
https://player.vimeo.com/video/160939454 One of my favorite movie quotes is from a film called Miracle. If you’ve seen that movie, you know it’s about the 1980 U.S.
Bench Talk: Wealth Transition Troubles
https://player.vimeo.com/video/158257520We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere from 60 trillion to 120 trillion dollars will change hands between
Bench Talk: Why You Need A Living Trust
https://player.vimeo.com/video/153959729 One of the key components of a financial plan is estate planning, and a living trust plays a big role in your estate plan.
Bench Talk: Yogi Berra & Retirement Questions
https://player.vimeo.com/video/153064016The great Yogi Berra once said, “If you don’t know where you’re going, you will end up in a different place.” When planning for retirement,
Bench Talk: Breaking Bad Behaviors
https://player.vimeo.com/video/150986792 Breaking Bad Behaviors This Bench Talk is all about breaking bad behaviors. More specifically, behaviors that get us in trouble when it comes to
Our Financial Planning Approach
https://vimeo.com/414960086?share=copy First Financial Consulting is a “fee-only” investment consulting firm located in Pasadena, California. As a fee-only investment consulting firm, we never sell any products and
Our Investment Management Approach
https://player.vimeo.com/video/414958837 First Financial Consulting provides 100% objective advice in a lot of different areas. Today, we would like to focus on our Investment Management approach and
Bench Talk: What Type of Investor Are You?
https://player.vimeo.com/video/133111758 What Type of Investor Are You? Let’s play a game I like to call the “what if” game. What if you inherited $100,000 today?
