Dec 31, 2019

Episode 27: The SECURE Act

Welcome to our last podcast of 2019! The hot topic in the retirement planning community is the recent passage of the SECURE act.

So, on today’s episode, I am going to highlight some of the most important changes that will affect retirees moving forward. Make no bones about it! This is...

Dec 11, 2019

Today we are going to talk about establishing good habits. We’ll look at a study that tells us how long it takes to establish a good habit and then apply that to 7 habits of highly effective investors.

So, grab a note pad and pen and get ready to start taking some notes!

Please do not take advice from me on this show....

Oct 16, 2019

Episode 25: The Rebalancing Act… continued!

So last episode we started our conversation about rebalancing a portfolio. We defined the term rebalancing and discussed the #1 reason for rebalancing your portfolio.

For those that may have missed that show that REASON came down to one simple term and that term was...

Sep 25, 2019

"Gambling: The sure way of getting nothing from something.” Wilson Mizner

You may say that’s a strange way to start a podcast about rebalancing your portfolio with the famous Kenny Rogers Song “The Gambler”!

After all what does gambling have to do with rebalancing? Surprisingly, it has a lot to do with...

Sep 3, 2019

Episode 23: Health Care Before Medicare- Medi-Share Programs

Over the past few weeks on the Healthcare Before Medicare series, we have been taking a look at some different ways to answer the question of how to pay for medical insurance before you reach Medicare age.

On this week’s episode, were going to explore a...