This podcast discusses the need for long term planning in order to set financial goals and have as much time as possible to find ways to reach them. As you can imagine, if you have 30 years to save and plan for your retirement it is much easier to achieve those goals than if you only have 5 years to do so. Mr Fee tells us to go forward and look back to help project your needs at certain ages and then look back to see what can be done to provide for them early. His goal is to give you an understanding and confidence around your financial life that most of us have not experienced before.

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We finally get to the point where we can discuss the actual structure of a portfolio after taking into account the other topics covered with Mr Fee. Long term financial planning, the personal side of the issue, perfect planning with Pension TRAC™, behavioral economics, selling a business and risk tolerance and investing. Tom shows us how to take, risk, tolerance, time factor by category of monies, investment goals, complexity of investment options and diversification into account in building a portfolio.

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In this podcast, Mr Fee describes to us concepts that we relate to each and every day and we might not even know that we are playing along. This will help you know that we react to markets in ways that have an effect on the Macro economics (economy) and make decisions that relate to our Micro enonomics (client). We may not even know that we process information in the news, from friends and seminars, television and radio that enter into decisions that we make on a daily basis. This knowledge can help us to remain focused on our individual financial plan instead of reacting to the markets which might cause us to unwillingly derail our individual plans.

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