Let’s Talk Beneficiaries

In less than 3 1/2 minutes, help ensure you have your Life Documents in order. Join us as R. Travis Terlau, CFP® talks straight about Beneficiaries.

Encouraging Women Investors

4 minutes 26 seconds taken to encourage the empowered ladies out there who are making financial decisions for their Today and their Future.

Meet Travis Terlau, CFP ®

An introduction to Travis Terlau, CFP®, Founder and CEO of Investment Answers, a Financial Advisory Firm in Louisville, KY. Recorded July 2019.

Is 70% of my Income Enough for Retirement?

A general retirement planning rule of thumb indicates that you’ll likely need between 70% – 80% of your pre-retirement income to live off of after you retire. However, 70% of your pre-retirement income may be too little for those who want to live an active retirement lifestyle. R. Travis Terlau, CFP® discusses this important topic. Learn more at www.InvestmentAnswers.net

Beyond a Will

In this video, we discuss beneficiaries and helpful planning strategies that you can put in place for your end of life directives.

Do You Really Need a Will?

When does someone need a will? What happens if you don’t have a will? In this video, we break down the basics of end of life directives.

5 Estate Planning Tips for Dependents

When people are absolutely dependent upon you, you want to ensure that they will be taken care of in the event you can no longer be their primary caregiver. In this video, we discuss tips that can help ensure that your dependents are provided for.

Loan Carefully

Responding to a loan request from friends or family can be difficult. There are several important things you should consider before you agree to make a loan. We discuss this challenging topic in this video.

Pay Yourself First

Paying yourself first is a lifestyle choice and a commitment to yourself. In this video, we’ll discuss tips for how to maintain this important habit.

Should You Consolidate?

Many people are building a collection of retirement accounts from multiple places of employment. In this video, we’ll discuss some things to be aware of if you have multiple 401(k) plans from multiple places of employment.