Sometimes people say they don’t want to retire...and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire."
On this episode: Not everything goes smoothly in your financial life. We’ll look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations. Subscribe to the show: Apple Podcasts Google Podcasts Google Play Spotify Stitcher TuneIn Radio... Read More
On this episode: With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health. Subscribe to the show: Apple Podcasts Google Podcasts... Read More
On this episode: This week we touch on diversification not only in your portfolio but in your news sources. Too much of any one resource might have you thinking the sky is falling or that everything will be fine forever. The reality is somewhere in the middle. Join us to... Read More
Even for people who have been very responsible with their money over the years, entering retirement can still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that even responsible savers can make...
As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on. We continue to go through our checklist of items to consider as the year begins to wind down in this follow up conversation to last week's podcast.
As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on. Especially if you are retired, or planning to retire soon. Are you focusing on the right things? Listen to today’s podcast to find out.
Between wildfires, hurricanes, tornados and floods, there’s always a natural disaster making news headlines. And while life and limb aren’t at stake when it comes to your portfolio, experiencing a financial disaster can still have a catastrophic effect on your life in retirement. Let’s discuss some portfolio disasters that we’ve seen and how to avoid them
“Financial Security” might mean different things to different people, but for nearly everyone, making sure that they achieve their own definition of security is the most important part of their retirement plan. So, how do you define financial security? On today’s show, we’ll cover some of the popular responses we hear from clients during the planning process.
We've got a variety of topics lined up for today. To start things off, we'll dive into some news headlines, including Brexit updates, a recent Goldman Sachs economist prediction, and recent tech company IPOs. We'll round things out with a story from Mike about a time he recommended a particular strategy to a client that he normally would not recommend.
The term “fake news” has become synonymous with the political climate of the past few years. But the phenomenon has spread to other parts of our culture as well. What about fake news in the financial space? We’ll look at some recent news headlines to see if they qualify to be labeled as “fake news”.
We take a look into the retail brick-and-mortar landscape in this week's news headlines. And later, we'll answer a few email questions from our listeners about investing in foreign currencies and preparing for a down market.
This week we'll tackle our first round of listener questions. We'll discuss how to decide on the right type of life insurance policy to purchase, as well as how difficult it is to roll over a 401(k) on your own.