Retirement Investing Blog | Beck Bode Financial Planning (3)

Batting Above Average

As advisors, our role is to put our clients in front of positive investing opportunities. Our work is to use our disciplined process to unearth opportunities for positive growth.

The Myth of Portfolio Customization

When you walk into Merrill Lynch or Fidelity – these are two different firms and I’d like to point...

The Problem With Assumptions

Today we’ll be visiting the topic of fees. Fees are something everyone wants to talk about. How...

This Time, I Failed.

I want to share with you a story, a recent story, a story of when I failed. Back in March of 2020,...

The Road to a Better Life

My partner Jim and I often talk about how financial advisors are compensated in our industry....

8 Real-World Lessons We Have Learned About Buying A Financial Practice

Here at Beck Bode, we have grown our firm both organically, meaning one client at a time, as well...

The Discomfort of Honesty

Recently I got a call from a client. “Ben, I really need to talk to you,” he said. He sounded...

Which Side are You Protecting?

On the MLB network I watched a sports documentary about Cal Ripken Jr. For those of you who aren’t...

Preparing Your Clients For Your Succession

Most financial advisors know that they need to have a succession plan in place – whether they...

Why Financial Advisors Don’t Plan For Succession

We know from experience in working with business owners that planning for succession is something...

Relentless - The Blog

Get the latest insights and thought leadership content on financial planning, investing and more on Relentless - the Beck Bode blog.