Byron Moore, CFP® and Mike Jones

Wisdom on Wealth

Podcast - Insurance Poor (3:19)

By Byron Moore, posted July 27, 2017

The following segment first aired on KEDM 90.3.

Feeling insurance poor? But if you really think about it, the payment of your insurance premiums is what keeps you out of poverty.

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Check your assumptions at the altar

By Byron Moore, posted July 24, 2017
Originally published in the News Star and the Shreveport Times on Sunday, July 23, 2017.
 

Marriage and money_credit card_sm.jpgQ: I am getting married soon. As part of our pre-marriage counseling, my fiancé and I prepared a budget, talked about debt and things like that. What else do we need to be thinking about when it comes to being financially prepared for marriage?

A: Assumptions and expectations.

Imagine a couple on their honeymoon and they go out to a nice dinner. At the end of dinner, the husband pulls out some cash to pay the bill.

Podcast - Five Wants of Retirement (3:41)

By Byron Moore, posted July 20, 2017

The following segment first aired on KEDM 90.3.

The ultimate goal of retirement planning is to make work optional. The five “wants” discussed in this week's podcast are common to anyone who desires this kind of financial freedom in retirement. 

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Embarrassed to ask for help

By Byron Moore, posted July 17, 2017
Originally published in the News Star and the Shreveport Times on Sunday, July 10, 2017.
 

Courage_sm.jpgQ: I am very embarrassed by my financial situation. I know I need help, but I’m just too humiliated to let anyone else see the mess I’ve made. Every time I pick up the phone to call someone I hang up. What do you suggest?

A: I love your honesty.

If you’ve never seen the 2011 film We Bought a Zoo, you’re in for a treat when you do. Matt Damon plays a young widowed father of two. In one scene, he is giving his young son advice on the utterly confusing and intimidating topic of females.

Podcast - Marital Money Messes (3:46)

By Byron Moore, posted July 13, 2017

The following segment first aired on KEDM 90.3.

As someone experienced with marital conflict, I can testify that (a) it’s normal; and (b) it doesn’t have to end up badly. But there are some important things to keep in mind when it comes to monetary marital messes. Click below to hear more...

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Estate procrastination

By Byron Moore, posted July 10, 2017
Originally published in the News Star and the Shreveport Times on Sunday, July 9, 2017.
 

Inheritors fighting_sm.jpgQ: I own land that I used to farm, as well as a business that I’m in with a couple of my children. Since my wife died, our family has been kind of fractured. Long story. I’m worried that when I make out a will, I’m going to make somebody mad and I don’t want to make anyone madder than they already are. What do you suggest?

A: I recently played my first round of golf. Ever.

I texted a friend whom I knew would be interested (actually, I figured he’d double over in laughter). He texted me back this sage advice, “Don’t despair if you are playing horribly. It’s always possible to play worse.”

Podcast - Convenience is overrated (2:27)

By Byron Moore, posted July 6, 2017

The following segment first aired on KEDM 90.3.

We love it when things are convenient, but the value of convenience must be weighed against the risk of failure. Click below to hear more...

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Comparison: understanding what you could do vs. what you should do

By Byron Moore, posted July 3, 2017
Originally published in the News Star and the Shreveport Times on Sunday, July 2, 2017.
 

weighing balancing_sm.jpgQ: I have saved up enough money so that I think it’s time for me to invest some of it. I have some friends who make all their investing choices on their own. Others use financial advisors whom I assume they pay somehow. My do-it-yourself friends tell me that using an advisor is dumb because they cost too much. My other friends seem to not mind paying for the advice they get. Who’s right and how do I decide which is best?

A: We never get as far away from junior high as we think we do.

Podcast - Advice for young couples wanting to start a family (3:19)

By Byron Moore, posted June 29, 2017

The following segment first aired on KEDM 90.3.

Considering the possibility of Mom being able to stay home once you start a family? Click below to hear some advice on the matter...

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Real world financial fitness

By Byron Moore, posted June 26, 2017
Originally published in the News Star and the Shreveport Times on Sunday, June 25, 2017.
 

financial fitness_sm.jpgQ: What does it mean to be financially healthy in the real world? What would that look like for an average working person?

A: Remember when jogging was born?

OK, maybe not born, but at least made popular. In the late 1970s two things converged to explode the phenomenon of human beings trudging up and down neighborhood streets in search for the fountain of youth.

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