Podcast Episodes
Back to SearchLife Doesn’t Follow a Linear Path
Life doesn’t go on a linear path. The sooner you accept that, the better. That is why having a financial advisor who will adjust things in your portf…
2 years, 10 months ago
Good Companies Endure
Research is important to figure out the tone of the market on an ongoing basis. The consumer appears to still be strong. Management of companies usin…
2 years, 10 months ago
Culture Wars and Wokeness
How does one accept personal responsibility? It starts with humility. To be a true part of society…you must be concerned about others.
The post Cultu…
2 years, 11 months ago
The Evolution of Retirement
People are living longer and retiring earlier…making the perfect environment for outliving your money. With this scenario, Retirement planning beco…
2 years, 11 months ago
Retiring in a Bear Market
What is a growth stock may become a value stock and vice versa. A bear market when yo are accumulating is your friend. When you are retiring, a bear …
2 years, 11 months ago
The Difference Between Good and Evil?
People don’t seem to recognize the difference between good and evil these days. It is easy to fool people into thinking something good is bad and vic…
2 years, 11 months ago
How to Best Protect Yourself from Running Out of Money in Retirement
When you start taking distributions in retirement, we believe there must be a change in how you are invested. It is also so important to start saving…
2 years, 11 months ago
Jim Waters joins Tom
Jim Waters, President and CEO of Bluegrass Institute for Public Policy Solutions (BIPPS) is our guest. BIPPS’s goal is intentional solutions to a ser…
2 years, 11 months ago
How to Convert Your 401K to an Income Stream
The stock market rally has made more 401K holders into millionaires. When nearing retirement, viewing assets as an income-producing vehicle is essent…
3 years ago
Raising Taxes in Lexington Again?
Word is that the Lexington City Council wants to raise our taxes… again…because they don’t have enough money to power street lights. And the state of…
3 years ago