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Dec 15, 2020

Early Retirement, doesn’t it sound great?

On last week’s show we began to lay out the 6 steps you should consider before pulling the trigger on early retirement. We also looked at some specific risks that will challenge your notion of retiring early, but if you prepare properly, you just might be able to pull it...


Dec 9, 2020

There have been so many interesting articles floating around lately on how the COVID-19 pandemic as affected retirement. Some of these statistics are absolutely astonishing!

 

Recent research has found that millions of Americans who lost their jobs during the early months of the pandemic have decided to call a quits...


Oct 14, 2020

What is the definition of a characteristic? “a feature or quality belonging to a person, place, or thing,”

 

On today’s show, we cover the TOP 3 CHARACTERISTICS OF MONEY and how we can capture all 3 in a comprehensive plan. When you think of retirement and how we can prepare for it, we like to prioritize these 3...


Sep 23, 2020

Practical Planning segment: What is an Annuity? An annuity is a contract between you and an insurance company in which you make a lump-sum payment or series of payments and, in return, receive regular disbursements, beginning either immediately or at some point in the future.

 

I believe annuities are the most...


Sep 16, 2020

Are you an experienced investor? What does that even mean? Does experience mean that you have been through many ups and downs of the markets and you have learned a few things from all your years of investing?

 

Well, from my real-life experience working with hundreds of investors over my career, even the most...