Podcast
“I’m 60 years old and have $1 million saved. Do I have enough to retire?” I had a conversation with someone who had saved over $1 million and had been told he could retire. So he did retire—and completely regretted it. He wishes someone had told him to wait longer....
Podcast
Over the last two months, we’ve had close to 8 people contact us to put together a retirement plan because they’re fearful of being downsized. If they got laid off, could they afford to retire? People are looking for peace of mind and a retirement plan helps cover the...
Podcast
I’ve been helping people plan for their dream retirement for the last 16 years. I’ve nearly heard it all. I’ve had to tell people they can’t retire yet or that they have to save far more than they planned. The people who make these mistakes derail their retirement and...
Podcast
I’ve recorded over 160 episodes since the Retirement Made Easy podcast launched. In this special “Greatest Hits” episode of the Retirement Made Easy podcast, I’ll share snippets from the 5 most downloaded episodes. They include some of my best advice for navigating...
Podcast
Do election years impact the stock market? If so, how? We know that election years introduce a rollercoaster of emotions for a variety of reasons. Those emotions tend to influence the stock market and the decisions individual investors make. So in this episode of...
Podcast
In this special episode of the Retirement Made Easy podcast, I revisit some of the most commonly asked—and popular—questions from 2023. We’ll tackle everything from capital gains tax to tax mapping for my clients. As tax filing season comes to an end, these are some...
