First Financial Insights
Should You Change Your Life Insurance
Life insurance is an important financial tool. Like most tools, it can be used effectively or ineffectively. You use a hammer to drive or remove
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,
Obama to Propose Expanding Retirement Plans
Expanding Retirement Plans? In response to today’s news about President Obama’s expansion of retirement plans, our partner, Greg Welborn wrote an immediate response on how
Is It Time to Sell Everything?
In response to the Dow’s drop, the Royal Bank of Scotland says, “sell everything” in the face of a “cataclysmic year”. We do not
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?
The 10 Biggest Mistakes In Retirement Planning
Your Own Actions: Greatest Ally or Your Worst Enemy? When the stock market crashes, many investors worry whether they will be able to retire. When
Retirement Myths Women Believe
When it comes to retirement, many women just aren’t prepared. In many cases, the problem isn’t that these women don’t understand that preparing for retirement
When Do You Want To Retire?
When Do You Want to Retire? It’s not a trick question, or at least it’s not supposed to be. The difference between answering “when I
Pension vs 401k | What You Need To Know
Pension vs 401k Pensions and 401ks are two retirement plans that often get confused with one another. People say they have a “pension” when they
Economic Commentary – The Economic Horizon
Underlying Strength The economy is strong, certainly stronger than anyone would have predicted from the depths of the Covid recession last year, and the question
Saving For Retirement At 50
Saving for retirement is one of the most important baseline financial steps you must take in order to have a successful retirement. As basic as
Best Dividend Stocks For Retirement
Dividend Stocks For Retirement When creating a retirement investment plan, look no further than dividend stocks. Dividend stocks can provide a great way to build
Economic Commentary During Crazy Times
Crazy is probably the best word to use in describing 2020 and the first couple of weeks of 2021. One year ago, nobody would have
Building an Investment Portfolio from Scratch
Building an investment portfolio from scratch usually means you have little or no, experience. Perhaps this is your first foray into the world of investments;