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Vanguard has a warning about the stock market | Is your 401(k) secretly loaded with fees? | Something many financial advisors are using now that they never used before.

Vanguard has a warning about the stock market | Is your 401(k) secretly loaded with fees? | Something many financial advisors are using now that they never used before.



A warning to pull back on risk in the market. Too many fees and too little performance. Does that describe your 401(k)? A new retirement risk to look out for.

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Published on 16 hours ago

Are There Parts of Your Retirement Portfolio That Are “Over-Stuffed”? | How Much Does an IRA-to-Roth Conversion Help | A Major Corporation Slashed It's Dividend: Is This a Trend?

Are There Parts of Your Retirement Portfolio That Are “Over-Stuffed”? | How Much Does an IRA-to-Roth Conversion Help | A Major Corporation Slashed It's Dividend: Is This a Trend?



 On this episode:

An old financial practice is making a comeback.

What are the benefits of converting IRA money to Roth?

Retirees aren't buying into financial "rules of thumb" anymore.

Like thi…


Published on 1 week ago

Should We Follow Warren Buffett’s Current Investment Strategy? | A Retirement Lesson from George Carlin | The One Question You Should Ask Yourself BEFORE You Retire

Should We Follow Warren Buffett’s Current Investment Strategy? | A Retirement Lesson from George Carlin | The One Question You Should Ask Yourself BEFORE You Retire



On this episode:

Warren Buffett is pulling back from the stock market. Should you? We all need a place for our stuff. Is all your financial stuff in the right place? Are you ready to retire? First a…


Published on 1 week, 4 days ago

Interview with Jonathon Fleece of Empath Health | Support for Families During Dementia, Alzheimer’s, and Parkinson’s.

Interview with Jonathon Fleece of Empath Health | Support for Families During Dementia, Alzheimer’s, and Parkinson’s.



Where do you turn when a family member is showing signs of memory loss or in the last stages of life. We talk to Jonathon Fleece of Empath Health.

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Published on 2 weeks ago

Over 70% of People in Retirement Say They Wish They Had Done THIS

Over 70% of People in Retirement Say They Wish They Had Done THIS



Taxes may be one of the biggest surprises in retirement. The time to develop a plan is BEFORE you retire.

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Published on 2 weeks, 4 days ago

Did You Go to Cash When the Market Went Down 20%? Now What? | If You Are Mentally Ready to Retire but Not Sure About the Finances

Did You Go to Cash When the Market Went Down 20%? Now What? | If You Are Mentally Ready to Retire but Not Sure About the Finances



On this episode:

Many market timers are kicking themselves right now. Are you one of them?

Do you really have to slog through a few more years on the job? Maybe you can retire now.

They aren’t …


Published on 3 weeks ago

7 Places NOT to Put Your Retirement Money

7 Places NOT to Put Your Retirement Money



Everyone has an opinion where to put your money. We have a list of places to avoid.

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Published on 3 weeks, 4 days ago

The Latest Retirement Problem: People Are Scared to Spend | Is One Month Better to Retire Than Another? | What is Your “Cash on the Sidelines Fund” Used For?

The Latest Retirement Problem: People Are Scared to Spend | Is One Month Better to Retire Than Another? | What is Your “Cash on the Sidelines Fund” Used For?



On this episode:

The fear of running out of money is resulting in people not enjoying their retirement. Picking your retirement date. Is there a perfect month? A new trend among baby boomers for est…


Published on 4 weeks ago

Retirees Are Saying, “I Wish I Had Done THIS Before I Retired”

Retirees Are Saying, “I Wish I Had Done THIS Before I Retired”



Many seniors are getting into their 70s and getting slapped with big tax bills. What is happening and how can you avoid it?

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Published on 1 month ago

The Advantages of Using a Financial Advisor | The Tax Problem Many Seniors Are Experiencing Just a Few Years Into Retirement | What Are People Looking for in Their Retirement Plan?

The Advantages of Using a Financial Advisor | The Tax Problem Many Seniors Are Experiencing Just a Few Years Into Retirement | What Are People Looking for in Their Retirement Plan?



On this episode:

Only 25% of people use a financial advisor. What are their reasons for going it on their own? 72% of seniors wish they could go back in time and fix this tax problem. When people pi…


Published on 1 month ago





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