Why are most people planning for the wrong things in retirement?
What should they be planning for that they’re not?
To help answe…
Today, I’m talking about navigating the risks of concentrated investments.
Specifically, Peter Lazaroff, CIO of Plancorp, joins me t…
Today, I’m sharing how retirement investors can take action in this final episode of our Small Cap Value series.
Specifically, I’m…
Today, I’m continuing our series on Small Cap Value investing.
Specifically, in part two, I’m addressing three BIG questions:
…
Today I’m kicking off a two-part series on Small Cap Value investing.
Specifically, I’m addressing three big questions:
Wha…
In this episode, I provide key takeaways from three of the best retirement articles I read this month.
The first article is about th…
Today, I’m sharing FIVE (5) surprising statistics about the economy, markets, and retirement.
For example, one stat highlights a “…
Are you ready to get answers to some BIG retirement questions?
Questions such as:
What role does the equity in my home play in …
I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.
Helping an aging parent with their money sounds simple: You step in, pay the bills, and make sure everything is handled. Unfortunately, love and trust don’t give you legal authority. Without the right document in place, a bank may refuse to speak with you… even if your parent is sick, bills are going unpaid, or…
A viral claim keeps making the rounds: that a 1% advisory fee will drain hundreds of thousands of dollars from your retirement savings. The math looks alarming… and that’s exactly the point. But as with most things in finance (and life!), the truth is more nuanced than a headline or social media post makes it…
Most people spend far less in retirement than they likely could. In fact, one study found married households age 65+ with more than $100k in savings withdrew just 2.1% per year on average. And ironically, the traditional 4% rule may be one reason why. In this episode, I’m breaking down new research on retirement withdrawal…
Strong rallies make people uneasy. So does the fear that one bad crash could undo decades of careful saving. Recently, Morningstar published a great article centered around a chart mapping nearly 100 years of U.S. market history. When you zoom out, several widely accepted beliefs about market crashes and bull markets start to look far…
Every year, Wall Street rolls out its market predictions. Targets get published, expectations get set, and the headlines make it sound like the future is just a spreadsheet away. But markets have a long history of humbling even the most confident forecasts, and that creates a real problem for retirement savers. Because, while short-term forecasts…
I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.
