by Joseph Francis | Jan 4, 2021 | Budgeting, Budgets, Critical Illness Insurance, Dave Ramsey, Debt, Disability Insurance, Emergency Funds, Employment, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Insurance, Investing, Investment Strategy, Jobs, Joseph James Francis, Money, Money Coach, Money Mentor, Mortgage Insurance, Mortgages, Saving, Wealth, Wealth Building, Wealth Mindset, Wealth Planning
Monday, January 4, 2021 The Top 10 Money Goals for 2021 Welcome to 2021. I would like to say that last year was the weirdest, wildest, most dumpster fire-ish year ever but I somehow think that would be jinxing us all for this year. Instead, I will say that 2020 has... by Joseph Francis | Sep 23, 2020 | Cash Flow, Corona Virus, Covid-19, Credit, Credit Card Debt, Credit Cards, Dave Ramsey, Debt, Disability Insurance, Diversification, Diversify, Diversify Investments, Emergency Funds, Emergency Savings, Employment, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Investing, Investment Strategy, Investments, Joseph James Francis, Saving, Saving Money, Wasteful Spending, Wealth, Wealth Building, Wealth Mindset, Wealth Planning
Wednesday, September 23, 2020 Coming out of the Pandemic: 11 Key Takeaways As we enter the final quarter of 2020, we can look back at the last 6 months for guidance on how to handle what is to come. One positive is that we are armed with far more knowledge now... by Joseph Francis | Oct 15, 2019 | Budget Boss, Budgeting, Budgets, Cash Flow, Defined Benefit Pension Plan, Defined Contribution Pension Plan, Diversification, Diversify, Diversify Investments, Dollar Cost Averaging, Emergency Funds, Emergency Savings, ETF's, Exchange Traded Funds, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Goals Based Investing, Investing, Investment Strategy, Investments, Joseph James Francis, Long Term Investing, Money, Money Coach, Money Mentor, Mutual Funds, Registered Retirement Savings Plan, Relevant Retirement System, Retirement, Retirement Planning, RRSP, RRSP versus TFSA, Saving, Saving Money, Stocks, Tax-Free Savings Account, TFSA, Wealth, Wealth Building, Wealth Mindset, Wealth Planning
Tuesday, October 15, 2019 How to Retire Relevant Step 5: Investing My 7-Step Relevant Retirement System is a comprehensive guide to coming out on top during your golden years. The society we live in does not set you up to win in retirement, in fact, it is quite the... by Joseph Francis | Sep 9, 2019 | Budget Boss, Budgeting, Budgets, Cash Flow, Debt, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, First Time Home Buyer, Goal Setting, Goal-Oriented Planning, Home Buyer's Plan, Home Ownership, Investing, Investment Strategy, Joseph James Francis, Long Term Investing, Money, Money Coach, Money Mentor, Mortgage Planning, Mortgages, Net Worth, Retirement, Retirement Planning, RRSP, Saving, Saving for a Down Payment, Saving Money, Wealth, Wealth Building, Wealth Mindset, Wealth Planning
Monday, September 9, 2019 How to Retire Relevant Step 3: Housing The majority of people in our society have the goal of retiring early or at least comfortably. One key factor in that goal is housing. We all need a place to live in and throughout our lives, housing is... by Joseph Francis | Aug 19, 2019 | Budget Boss, Budgeting, Budgets, Cash Flow, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Goals Based Investing, Inflation Protection, Investing, Investment Strategy, Investments, Joseph James Francis, Long Term Investing, Money, Money Coach, Money Mentor, Pay Yourself First, Registered Retirement Savings Plan, Relevant Retirement System, Retirement, Retirement Planning, RRSP, Saving, Saving Money, Wealth, Wealth Building, Wealth Mindset, Wealth Planning
Monday, August 19, 2019 How to Retire Relevant Step 1: Budget I think by now you all know how I feel about budgeting. From Day 1 I have said it is the foundation of any solid financial plan. It is named Budget Boss after all… When we look at the importance of... by Joseph Francis | Aug 6, 2019 | Budget Boss, Budgeting, Budgets, Cash Flow, Dave Ramsey, Debt, Emergency Funds, Emergency Savings, Fiduciary, Finances, Financial Advisor, Financial Education, Financial Empowerment, Financial Goals, Financial Health, Financial Independence, Financial Plan, Financial Planner, Goal Setting, Goal-Oriented Planning, Insurance, Investing, Investment Strategy, Investments, Joseph James Francis, Long Term Investing, Money, Money Coach, Money Mentor, Mutual Funds, Registered Retirement Savings Plan, Retirement, Retirement Planning, RRSP, RRSP versus TFSA, Saving, Saving Money, Tax Effieciency, Tax-Free Savings Account, TFSA, Wealth, Wealth Building, Wealth Mindset, Whole Life Insurance
Tuesday, August 6, 2019 My 7 Steps to a Relevant Retirement I recently completed the audiobook, “Retire Inspired,” by one of my favorite financial gurus, Chris Hogan of the Dave Ramsey team. Within his book, Chris touched on many subjects related to retirement, or...