As our lives are being flooded with debate soundbites and political ads, many are wondering how this contentious 2020 election season might impact the markets and their portfolios. On today’s episode, Charles provides a few items to keep in mind financially as Nov 3rd draws and we look ahead to who our next President will be.Support the show (https://atlantafinancial.com/fit-perspectives/)

FIT™ Perspectives by Atlanta Financial

All Hail to the Chief

Far too often our team comes across a set of “investing do’s and don’ts”, incredibly generalized and typically coming from someone lacking credentials and a governing fiduciary standard. On today’s episode, “More to the Story”, Harrison and Charles discuss the concepts many financial “personalities” and resources mis-represent, mis-apply, or frankly get wrong as it relates to investment portfolios.Support the show (https://atlantafinancial.com/fit-perspectives/)

More to the Story

The “Financial Action Checklist” was created to establish and expand upon a foundation of sound money management skills - further driving individuals toward financial independence.Support the show (https://atlantafinancial.com/fit-perspectives/)

The Financial Action Checklist

As many business owners and corporate leadership teams continue to assess the ongoing impact of COVID-19, assuredly company benefits packages will be front and center in the conversation as we head toward Q4 and into open enrollment season. These decisions play a vital role in company culture, staff engagement and into employee recruitment and retention. On today’s episode, Charles leads a conversation with industry experts Tara Byrd and Barbra Chambers of the Snellings Walters Insurance Agency on what they see in today’s world for benefit package construction and strategy.Support the show (https://atlantafinancial.com/fit-perspectives/)

On the Fringe of Something Great

With student loan statistics skyrocketing, the options becoming more overwhelmingly complicated, and the cost of higher education being a larger hurdle to plan for, there has never been a better time to understand the decisions you will be faced with – as a student or as a parent.Support the show (https://atlantafinancial.com/fit-perspectives/)

Schooled, A Game of Loans

Nearly two months after the original “social distancing” restrictions required us all to adjust to a life in quarantine, we all are adjusting to new routines and new norms of precaution. Financially, more and more people are wondering what can be done to ensure their families will be ok on the other side of this pandemic. In today’s episode, the FIT™ Perspectives team explores three key areas to focus on when it comes to weathering the virus fallout financially in addition to providing an update on the US financial markets and economy.Support the show (https://atlantafinancial.com/fit-perspectives/)

Weathering the COVID-19 Fallout

Our FIT™ Perspectives Team shares the latest podcast episode entitled "Planning for the Modern Fam" where we host estate planning and elder law attorneys, Laura Akins and Samantha Page, to help simplify the complex planning needs for today’s families, particularly blended families, the sandwich generation, and elder/special needs loved-ones.Support the show (https://atlantafinancial.com/fit-perspectives/)

Planning for the Modern Fam

On March 27th, President trump signed into law a bipartisan bill, dubbed the CARES Act, representing the single largest economic relief package in modern history. The ~ $2 Trillion legislation is set to provide an infusion of stimulus money and financial hope into the US economy, targeting an offset of some of the momentous impact of the COVID-19 virus. Listen in as the FIT™ Perspectives team explains a few of the key provisions that might impact your wallet, and maybe even your financial independence, moving forward.Support the show (https://atlantafinancial.com/fit-perspectives/)

Stimulating - A Discussion of the 2020 CARES Act

Amid the COVID-19 outbreak and record level market volatility, the uncertainty across the nation is a gracious plenty right now. Join the FIT™ Perspectives team as they tackle the latest news related to the coronavirus, developments in the financial markets, and an economic outlook for the American economy resulting from the current crisis.Past performance may not be indicative of future results. There is no guarantee that markets will not continue to decline or that they will recover to previous levels in the immediate or distant future.Support the show (https://atlantafinancial.com/fit-perspectives/)

COVID-19 and the State of the US Markets, Economy

“I should have known better…” Five words you don’t want to be saying after the fact when it comes to a money. On today’s episode of the FIT™ Perspectives Podcast, Harrison and Charles discuss 5 broad but key areas where predictable outcomes with money can playout positively or negatively depending on how the situation is approached.

I Told Me So

2020 is here, we’ve ushered in a brand-new decade, and if you are wondering how to appropriately set the stage for a successful run toward financial independence, episode 13 entitled “The Roaring 20-20s” is just for you! Often times the most challenging “first step” in getting your financial house in order is taking inventory of where you are and getting organized. The conversation in Episode 13 finds Charles and Harrison covering 8 things you can do right now to get your financials organized and ready for the year and decade to come.

The Roaring 20-20's

Have you ever wondered what you might go back in time and tell a younger you about life, business, and money if you had the chance? Episode 13 is the conclusion to the FIT™ Perspectives mini series touching on that very nostalgic notion. Charles has a discussion with Michelle Thompson, Wealth Manager and FIT™ Perspectives contributor, and Jon Holmgren, President of Atlanta Financial, about key “life lessons” they each would go back and give to their younger selves on in part 2 of “Retrospect.”

Retrospect, Part 2

Have you ever wondered what you might go back in time and tell a younger you about money (or life in general) if you had the chance? Episode 12 kicks off a series touching on that very nostalgic notion. Chris and Charles start it off by opening up and discussing several key “life lessons” they each would go back and school their younger selves on in part 1 of “Retrospect.” 

Retrospect, Part 1

Episode 11 finds Charles, Harrison and Michelle following up on the conversation presented in Episode 4, “Yours, Mine, and Ours,” regarding merging finances upon marriage. Specifically, the team address specifics areas (risk tolerance levels, cash reserves, differing spending habits, and financial transparency) where spouses can experience conflict and learn to alleviate it over time as they begin to manage money together.

Yours, Mine, and Ours #2: Money MADness

What money decision scares you most? In this special Halloween edition of the FIT™ Perspectives podcast, Harrison and Charles tackle one of the most daunting (especially if doing it for the first time) - buying a home. The fellas walk through what you can do ahead of a home purchase to ensure a successful outcome, and also what to expect and/or do during the buying process to make it a positive experience for yourself.

House of Horrors

Atlanta Financial's FIT™ Perspectives podcast provides a pathway between internal development, self-awareness and financial independence ultimately making a meaningful impact on not just your finances, but your life.

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FIT™ Perspectives by Atlanta Financial

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