Tag: Investment Planning

How To Stay Accountable For Your New Year’s Resolutions (Ep.12)

How To Stay Accountable For Your New Year’s Resolutions (Ep.12)

Most New Year’s resolutions are given up less than a month into the new year. How can you stay accountable to your financial goals?

In this episode, Tom Selbo focuses on sticking to your financial goals in 2023. He shares the importance of having someone else know about your goals, the role of a financial advisor in building your financial goals, and why many people don’t take the step to hire a financial advisor.

Tom discusses:

  • The top eight new year’s resolutions
  • Why financial planning is so important for 2023
  • How to take the first step is staying accountable to your financial goals
  • How financial advisors can take your financial plan to the next level
  • And more

Resources:Wealth Unlocked, Landmark Wealth Management Group, Tom Selbo, Advisor, Initial Public Offering, Financial Planning, New Year Resolution, Investment Planning, Financial Advisor, Financial Goals

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The content has been made available for informational and educational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product.  Always seek the advice of your financial advisor or other financial service providers with any questions you may have regarding your investment planning.

What To Consider When Paying Off Your Mortgage Early (Ep.11)

What To Consider When Paying Off Your Mortgage Early (Ep.11)

It seems the dream of every homeowner is to pay off their mortgage. But is that the best choice for you?

In this episode, Tom Selbo dives into mortgage payments, when to pay them off and where that same money could be put to better use. He shares general information about paying off your mortgage before, during or after retirement and the risk factors to consider when paying it off.

Tom discuss:

  • The pros and cons of paying off your mortgage early
  • Alternative options for investing money instead of on higher mortgage payments
  • The potential penalties for paying off your mortgage early
  • How age factors into paying off your mortgage early
  • And more

Connect With Tom Selbo:

The content has been made available for informational and educational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Always seek the advice of your financial advisor or other financial service provider with any questions you may have regarding your investment planning.