Category Archives for Financial Education

Podcast #9: 2020 Market Outlook

 Meaning Of MoneyPodcast by Protection Point Advisors Topic: 2020 Market OutlookRick and Mike have a conversation about the road ahead examining many different points of view from multiple sources. It’s an insightful discussion about what investors might reasonably expect as many different events continue to unfold including the 2020 election, international trade resolution and economic fundamentals.  

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Podcast #8: Estate Planning

 Meaning Of MoneyPodcast by Protection Point Advisors Topic: Estate PlanningDiscussion of the basics of estate planning including the reasons why it’s important and the reasons why try as they might so many people don’t undertake or complete the process. Our guest is Willow McJilton. Willow is a respected Trust and Estate Planning attorney who had a […]

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How to Identify Emotional Spending and Conquer It

Emotional Spending Emotional Spending Emotional Spending

With advertisements at every turn, it is nearly impossible to avoid the temptation of shopping nowadays. From TV commercials to billboards, advertisers are constantly trying to convince consumers that their products will make us thinner, happier, successful and fulfilled. These ads can also be particularly damaging to those prone to emotional spending. Why We Emotionally […]

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Podcast: Millennials and Money Pt. 2

 Meaning Of MoneyPodcast by Protection Point Advisors Topic: Millenials and Money Pt. 2In part two of millennials and money, we continue our discussion with Evelyn and Omar. Both of them candidly share their hopes, ambitions, and fears of an uncertain world and their place in it.

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How To Pay Off Credit Card Debt

Getting out of debt is an important component to get yourself in a solid financial position.  Having a structured disciplined approach can help you get out of credit card debt (and pretty much any type of debt) no matter how big your balance is.  If you only have one debt, your strategy is simple, pay […]

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Podcast: Do It Yourself Options

Meaning Of Money Podcast by Protection Point Advisors   Topic: Do It Yourself Options Michael Clarke and Eric Imley discuss the world of do it yourself options including Robo advisers, target-date funds and talk about the pros and cons of using one or the other.

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Teaching Inheritance Management To The Next Generation

Unfortunately, family wealth is not guaranteed to be passed down from generation to generation. In fact, studies show that family assets are lost from one generation to the next around 70% of the time. And 90% of the time, assets are gone by the third generation. This is often due to the fact that most […]

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Podcast: Couples & Money

Meaning Of Money Podcast by Protection Point Advisors   Topic: Couples & Money Let’s talk about how couples can get on the same page when it comes to their finances. Our guest is Jason Gipstein a marriage and family therapist. Jason will share his insights on how couples can improve the quality of their relationship […]

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Raising Girls to be Money-Wise Women

Like most parents I know, my wife Tracy and I divide up the many pieces of that puzzle called ‘parenting.’ Being the CFP® in the family, teaching our girls about money and finance falls firmly on my shoulders. When I first began to delve into this piece of our daughters’ education, I did my research. […]

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Why Being Too Conservative at Investing Can Prevent You From Having the Kind of Retirement You Want

Retirement is the ultimate goal for most people, most of us already have a vision early on of what we want retirement to be like for us.  Therefore, for years we strive and work hard at doing what we think are the “right things” that will put us in place of retiring when and the […]

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This represents a partial list of clients. They have not been compensated and were not selected based on duration, performance, account size.