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.
In last week’s episode, I shared research suggesting many retirees may be able to safely spend more than their plans suggest. Today, the largest bank in the country puts that idea to the test. Instead of relying on surveys, JP Morgan studied real bank transactions from over 5 million American households. The data reveals three…
Most retirement plans assume your spending will rise with inflation every year for the rest of your life. But a new study tracking thousands of American retirees found almost the exact opposite: As many as 85% of households spent less, after adjusting for inflation, than they had 10 years earlier. Even more surprising? That includes…
Kevin O’Leary says you only need one thing to retire safely: $5 million in Treasury bills. Not stocks. Not real estate. Just T-bills — and you’ve “safeguarded your family for life.” It sounds like the ultimate safe retirement plan. But when a recent research article tested this advice against 40 years of market history, the results…
Most retirement research tackles one big fear: running out of money. But research flips that fear on its head. Retirees following the traditional withdrawal rules rarely come close to running out… in fact, the numbers on what they leave behind are almost hard to believe. Which raises a question almost nobody prepares for: why is…
Today, we’re stepping away from the spreadsheets, tax strategies, and retirement tactics to have a little fun. I’m sharing six facts that challenge conventional wisdom — including one involving a famous gangster and a reminder that taxes touch almost everything.
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.
