The Investment You Never Hear About
While this type of investment rarely gets mentioned, it will offer your portfolio critical protection during volatile times like these.
Retirement Planning & Financial Transitions
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Successfully managing life’s most significant financial transitions. Discussing how to successfully manage the financial, tax, and psychological issues when facing life’s most important/significant financial transitions such as retirement, inheritance, business sale, and sudden wealth events.
Why Is the Stock Market Going up & Will It Drop Again?
We've witness some very strong gains in the stock market over the last few weeks – a welcomed change since the lows of March 23rd. The questions are w...
What You Are Investing In
Looking back at the past 50 years, we've seen crushing recessions, high unemployment, chaos and uncertainty, but throughout all the turbulence, the ma...
What Should Investors Do Now?
During turbulent times, it's unclear how bad the Coronavirus, the economy or the market will get. By implementing these tips and safeguarding your por...
Moving Out of a High Income Tax State
Are you looking to move to a lower income tax state in preparation for retirement? Today, we'll cover the main rules and guidelines so that you don't ...
The Problem with the 4% Rule
What happens if the market is volatile when you retire? Today's podcast episode discusses a major problem with the 4% rule that all retirement savers ...
Everything You Wanted To Know About the Retirement Income 4% Rule
Whether you've heard about the 4% rule or simply are curious about how much you can safely withdraw from your portfolio in retirement, today's episode...
Reasons Not To Retire
There are good reasons to retire and bad reasons. In this episode I talk about a few of the most common bad reasons to go into retirement.
Three Strategies to Increase Satisfaction in Retirement
I’ve been working with retirees for over the last two decades. I’ve seen in the real world what leads some clients to experience more satisfaction and...
The Top 10 Questions to Ask Your Retirement Financial Advisor
Here are 10 questions (and one bonus) that you can use when you are looking for the best retirement financial advisor to guide you.