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Building a retirement strategy for 2023
2022 was a tough year for the stock market and probably your retirement accounts. What do you do to preserve money in a volatile market and take adva…
3Â years, 3Â months ago
Full Show 1/7/23
A look back at 2022. A look forward into 2023. What Congress did to retirement accounts while you were on vacation. Will the 60/40 portfolio make a …
3Â years, 3Â months ago
Best Of Show 12/24/22
You know how to save your money. But do you know how to spend it in retirement? Are employers now more open to phased retirement? How much do you ha…
3Â years, 3Â months ago
Do you have a long term or short-term plan for market risk?
Pulling your money back and forth between cash and equities and trying to time the market seldom works. What about a long-term strategy for market ri…
3Â years, 3Â months ago
Full Show 12/17/22
Stop market timing! Have a long-term strategy for market risk. How do develop mailbox money? Making sense of your 401(k) options. Should I use an on…
3Â years, 3Â months ago
How often should you meet with your advisor
One of the reasons people leave their financial advisor is not due to lack of investment performance, it’s due to lack of relationship. How often sho…
3Â years, 4Â months ago
Full Show 12/10/22
What happens if your job ends a few years before retirement? How are you supposed to feel about annuities if many advisors can’t agree on them? How …
3Â years, 4Â months ago
You may have a spending problem
One of the hardest things for some people in retirement is learning to spend their money and enjoy their life without the fear of running out of mone…
3Â years, 4Â months ago
Full Show 12/3/22
Do you take all the recession talk seriously and change your investment strategy? What is tax loss harvesting? How do you spend with confidence in re…
3Â years, 4Â months ago
New tax laws for 2023
The IRS has changed the standard deductions, retirement contribution levels, gifting and more for 2023. We go through the highlights and have a new g…
3Â years, 4Â months ago