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.
After decades of saving and doing the right things, most people expect retirement to feel clear. But for many, it doesn’t. Not necessarily because they didn’t save enough, but because key financial decisions were made in isolation. In this episode, I walk through the seven questions every retirement saver should be able to answer. I…
You’ve finally made it to retirement! But what if some of the choices you’re making right now are quietly pulling you back to work? Every year, countless retirees are forced back into the workplace. Not because they were reckless, but because they followed advice that sounded smart and safe. In this episode, I’m sharing 7…
Are you ready to get answers to some BIG retirement questions?
If you were to unexpectedly die tomorrow, would your loved ones know how to access your information? Your bank accounts? Insurance policies? Debts? How about access to your home and car? Your electronic devices? According to Caring.com: Approximately 2/3 of Americans don’t have any estate planning documents! To help you avoid leaving a financial mess…
Last year, I published an episode titled, 5 Reasons Not to Do a Roth Conversion. In short, the 5 reasons were: Shadow taxes No undo button Lack of cash flow to pay the tax bill You simply don’t want to Future charitable giving Today I’m sharing three (more) reasons why Roth conversions might not make…
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.
