What if the Experts disagree? I’ve got a number of questions lately from different clients and other people I’ve met about, hey, what about this, or this or this person says the opposite of what you’re saying, or I heard on the news, this, or I read this book that claim that and it’s different…
Cyrus asks, “Can you beat the S&P 500?” Specifically, he references how Dave Ramsey has said on his show that it is “easy to find funds that outperform the S&P 500.” Is this true? And if it is so easy, why doesn’t everyone do it? I did provide an answer to this three years ago…
Trent asked me recently, “Why is my investment performance worse than the S&P 500?” Specifically, he had heard that the S&P 500 returned 25%+ in 2024. His annual performance in his 401(k) was 18%. Why the discrepancy? (Remember that you can submit your questions to the show by emailing us at Questions@RetireMentorship.com or by visiting…
Do you want to optimize your banking? Have you ever thought about how to squeeze the most out of your everyday transactions and every-month income? If so, this is the episode for you. We will dive into how I optimize my banking so that you can borrow and steal my ideas for your own implementation….
Optimize Your Banking with Credit Cards I use credit cards wisely. We haven’t discussed them on this show, except in Episode 117 on Credit Scores. Let me give some caveats. Here are some truths about credit cards. Credit Card Caveats People who carry a balance shouldn’t use them. Period. If you carry a balance from…
Episode 154 | Here are some updates for my Clients for 2024. We run our Spring Reviews to correspond with Tax Season. We need to update them on a lot of topics, so rather than repeating the same information in every meeting, we’re making this video to share with them.
Episode 153 | The S&P 500 cracked 5,000 on February 9th, 2024. Over time, the S&P 500 has produced remarkable wealth. Will you be in when it cracks 10,000?
Episode 152 | Should you buy an index annuity? Considering all your options is important to understanding why you should.. or should not buy an index annuity.
Episode 151 | “Should I buy an index annuity?” I get asked this often enough that I thought it was time to address it thoroughly and directly. Should you buy an index annuity?
Episode 150 | This latest bear market is the third in five and a half years. Three! In only five years. Each one was unique and yet the same.
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