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.
“Just buy the index.” It’s the simple advice that built your wealth and got you to the finish line. But here’s what often gets overlooked by investors: The strategy that got you to retirement won’t necessarily keep you there. When you switch from saving to spending, the math changes. Suddenly, relying on a “simple” S&P…
Everyone fears running out of money in retirement—even millionaires. What most people don’t realize is that research shows most retirees rarely spend down their savings. In fact, many actually see their wealth grow throughout retirement, even during some of the toughest markets in history.
Most experts say the smartest Social Security move is to wait until age 70 to claim. On paper, the logic seems simple—delay claiming, and you’ll lock in a larger monthly check for life. But here’s what’s interesting: only about 10% of Americans actually wait that long. 🤯 Nearly one-third of individuals claim Social Security at…
Retirement is about so much more than money—it’s a complete life transition. In this episode, I’m sharing my recent conversation with Adam Cmejla, where we explore the often-overlooked aspects of retirement planning.
Required Minimum Distributions (RMDs) could force you to withdraw as much as 15% of your retirement account balance in a single year. But do RMDs really put you at risk of outliving your money? Why does the IRS expect you to live so much longer than the Social Security Administration does? And what proactive steps…
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.
