Mon, 26 May 2014
14: Jon Chevreau: Discusses His Book Findependence Day and Host Roger Whitney Talks About a Recent Cyber Attack on His Practice
Want a great gift for a graduating high school or college senior?
Jon Chevreau’s book, Findependence Day, is a great gift that teaches important financial lessons within an interesting fictional story of a young couple walking through life.
Are Your Password Safe?
Last week a client of ours had his e-mail hacked. The hacker then requested a wire from the client's account. Our security measures prevented it (Thankfully). The story should make you seriously consider being more diligent about using strong passwords. I explain how I manage my passwords.
Want access to the free Retirement Answer Library?
This week we introduced this great resource to help you find the answer to your retirement questions.
The Library includes worksheets and checklists to help you plan for and live in retirement. Each month new resources are added based on client and reader questions. Together we can build a library to Plan Well and Invest Wisely for retirement.
In Honor of Those That Serve
A big thank you this week to Frank Gustafon of One Bold Move for his service and for leaving a review of the podcast in iTunes. Frank is a Marine and has a great podcast for Service Members.
Lead like a Marine is a weekly podcast focused on helping Marines and other Service Members translate their leadership skills and abilities as they transition back into the civilian job market. We interview those who “have been there and done that”. Great stories of successful transition into the civilian marketplace.
If you enjoy the podcast and are so moved, I sure would appreciate a honest review in iTunes. It would help us build the Plan Well community which helps everyone make smarter financial decisions
Happy Memorial Day Friends