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.
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…
Saving for retirement is one challenge. Feeling comfortable (and confident) enough to actually enjoy it is another. Even when the numbers say you’re okay, uncertainty about the future can make it hard to use money for the things that matter most. Today, I’m revisiting a conversation with Dr. Daniel Crosby where we talk about money,…
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…
For 30 or 40 years, a paycheck simply showed up. Then one day, it stops. Now you’re staring at a portfolio and asking: “How do I turn this into reliable income for the rest of my life…without overpaying the IRS or outliving my money?” It’s no surprise so many retirees gravitate toward dividends. They feel…
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…
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.
