A Successful Retirement
Episode 93 | What is a successful retirement? Our mission is to help you retire successfully and stay successfully retired. What are the key components?
We Haven’t Lost Anything
Episode 92 | The values in your accounts may have declined by 20%. But we haven’t lost anything. Not if we view it correctly. Language matters!
Should I Buy Dividend Stocks for Income?
Episode 91 | Should I buy Dividend Stocks for Income? Or should I buy bonds? How do they compare to inflation? Tune in and you’ll appreciate dividends.
When Should I Update My Estate Plan?
Episode 90 | My estate plan is complete. My Will, Trust, and Beneficiaries are done. But when should I update my estate plan?
What is a Fiduciary?
Episode 88 | “Fiduciary” is the new buzzword. But what is a Fiduciary? And why does it matter? Understanding this is critically important to your success.
Should I Convert My IRA to a Roth?
Episode 87 | Roth Conversions could save you, or cost you, tens of thousands in extra taxes. Should I convert my IRA to a Roth?
Investment or Expense?
Episode 86 | We all spend money on many things, but are these an investment or expense? Challenge how you think about both, and you may invest more.
Stop Talking About Tactics!
Episode 85 | Choosing when to take Social Security may be the single biggest decision of your retirement! Ensure you are Maximizing Social Security.
Estate Planning Essentials
Estate Planning Essentials Command Your Assets and Keep Them from Lawyers and the Government Estate Planning Essentials Estate planning is for everyone, not just the wealthy. If you don’t decide what happens to your assets, the government will. Take control of your life, even in death. (P.S. A Will is not enough.) In this workshop…
Reducing Taxes in Retirement
Reducing Taxes in Retirement Keep More of Your Money and Leave the IRS Weeping Reducing Taxes in Retirement Taxes are the largest expense most people will pay. If you do nothing, you may end up paying tens or even hundreds of thousands of dollars in extra taxes in retirement. In this workshop you will learn:…
