Hello to all who attended O'Reilly Wealth Advisors' Senior Financial Topics Session Saturday, January 16, 2016 AND Saturday, February 20 at my home parish St. Elizabeth Seton, Carlsbad, CA.This blog serves as a depository of links to documents, websites and videos mentioned in my talk, as well as the presentation itself - and additional related information. I also encourage you to look through all our blog posts as you will find great content describing the important concepts we discussed Saturday - and much more. We find the best content as well as creating our own.I added pertinent links not discussed in the sessions such as the US Bishops Statement on Euthanasia. I added a link on California's passage in October of an euthanasia law which is why there is a renewed emphasis on insuring your Health Care Directive is congruent with Catholic beliefs. Be vigilant!More links we added since January. We found out about a free smoke detector program in SD County and haveKnow that we regularly conduct discovery meetings for anyone that requests them. It is the most important meeting we conduct because it establishes the reasons that drive you to be a good steward of your financial future (your "why") and your specific tangible financial goals. Without these two critical pieces of information an appropriate financial plan cannot be written - and is unlikely to be executed over time.We also will critique your existing investments for you at no charge.Documents/Links:
- PowerPoint Presentation
- US Catholic Bishops' Statement on Euthanasia
- Health Care Directive Document from the California Catholic Conference
- National Catholic Register News Article on Oct. 5 2015 Euthanasia Law in California
- Link to California Catholic Conference
- Protect Yourself from Fraud (State of California Document)
- Consumer Reports Article on Senior Fraud
- Morningstar Study on Expense Ratio as Performance Predictor
- The "Lost Decade" - Diversification Important!
- Detailed article on the new Social Security Law
- O'Reilly Wealth Advisors Dec. 31, 2015 Portfolio Performance
- O'Reilly Wealth Advisors Dec. 31, 2015 "Catholic Portfolio" Performance
- San Diego County Free Smoke Alarm Program for Seniors
- Video: Difference Between Fiduciary and Broker
- Video: Dept of Labor Video on Conflict of Interest
- Video: Dimensional Fund Advisors - Built on Great Ideas
- Video: Danger Orthodontist DIY!!