Podcast Episodes

Is the 60/40 portfolio working again?

Wall Street has always loved a mix of 60% stocks and 40% bonds. Last year that design had one of it’s worst years ever. This year it’s performing bet…

2 years, 11 months ago

Full Show 4/22/23

Could your fear of the stock market paralyze you when it’s time to invest for growth? Is the Wall Street 60/40 portfolio working again? Making the a…

2 years, 11 months ago

The difference between taxes in your working years and taxes in retirement

New laws and new ideas to limit your tax bill in retirement.

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2 years, 11 months ago

Full Show 4/15/23

Market prediction for this summer: Down 3000 points!  Boomers pay 60% of Federal income taxes. Are you paying too much? The common “Are you kidding …

2 years, 11 months ago

Should I pay off my house before I retire?

Some things make psychological sense, some things make financial sense. Weighing out the idea of being mortgage-free in retirement.  

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3 years ago

Full Show 4/8/23

Will we see more banks fail? Social Security has more bad news about cutting back benefits. Should I pay off my house before retirement? If I have t…

3 years ago

The Slam Dunks of Retirement Planning

With the NCAA Basketball Tournament wrapping up, we have a list of six things you should check off to complete your retirement. We call it the Slam D…

3 years ago

Full Show 4/1/23

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3 years ago

Get out of your 60-40 portfolio

There are many options when it comes to risk and safety in your portfolio. The classic 60% stocks and 40% bonds is not working. What does Zinnia Wea…

3 years ago

Full Show 3/25/23

What are people most concerned about right now? Taking advantage of the higher interest rates with T-Bills. Get out of your 60-40 portfolio! Shi…

3 years ago