Podcast
What is forcing people to retire by the end of 2022? What’s happening to corporate pensions? What’s changing with social security because of inflation? Rising interest rates are making an impact on the economy—and your retirement. Find out how in this episode of...
Podcast
In this episode of the Retirement Made Easy podcast, I focus on some listener questions that I’ve received that have to do with investing. I’ll share what the questions are and address why I don’t give out advice on specific investments. However, I will share some...
Podcast
I recently had a call with a listener who had great questions—but the call didn’t go as he had planned. Why? One of his main questions was point blank, “Can I retire by the end of the year?” His house was paid off. He had an emergency fund, a brokerage account, and a...
Podcast
There are three types of accounts—that are not the same as my bucket strategy—that I believe everyone needs to use to save for their retirement. These accounts will benefit you in retirement. They are Roth accounts, traditional accounts, and brokerage accounts. Listen...
Podcast
I’ve been offering free 30-minute retirement coaching sessions this year and recently, three themes have emerged in these conversations: Whether or not you should keep life insurance once you retire Struggling with losses in your retirement portfolio Legacy planning...
Podcast
Emergency funds. Cash reserve funds. Safe money. They’re all the same name for money that you need to set aside for—you guessed it—emergencies. As interest rates continue to climb to combat inflation, what should conservative investors do? What opportunities should...
