episode 57 – finding your fortune with the perfect financial fiduciary

Doug Feller, CFP, a principal and financial advisor with Investment Partners, joins us on today’s episode of unsuitable on Rea Radio to talk about how to manage and grow your wealth. Developing a plan to promote personal short- and long-term financial success is difficult, which is why it’s so important to meet with a financial … Continued

Episode 7: Investments … Are You Doing It Wrong?

On episode 7, we’re joined by Doug Feller, principal and financial advisor at Investment Partners. Doug will share with us his proven secrets and most effective strategies in helping business owners manage and grow their wealth. During this episode, we will discuss how to make your money work harder through smarter financial planning and wiser … Continued

After-Tax Investment Returns and Asset Location

Most of us have a grasp on the benefits of diversifying our investments – otherwise known as asset allocation. In theory we should be able to generate higher returns with lower volatility. But rarely do investors think about where to locate specific investments – otherwise known as asset location. After all, an investor’s net return … Continued

Planning for Uncertainty in Retirement

Retirement income planning becomes much easier if you know the day you’re going to die. Take your assets, subtract your legacy wishes, divide by the 15.37 years you have left, factor in a modest growth rate, and voilà – you have your annual income. But we all know life doesn’t work like that. We deal … Continued