Podcast
What does the stock market look like right now? As I’m recording this episode, the S&P 500 is down around 20% for the year. In general, it’s a good gauge of the US stock market. The S&P 500 is broken down into different sectors such as healthcare, utilities,...
Podcast
In October of every year, the Social Security Administration announces the cost of living adjustment for recipients starting that will go into effect in January the following year. So when they announce it in 2022, it will go into effect in January of 2023. Last...
Podcast
There’s an old Indian proverb that goes, “Tell me a fact, and I’ll learn. Tell me a truth, and I’ll believe. But tell me a story and it will live in my heart forever.” Story enables us to connect with concepts and make the unfamiliar, familiar. So in this episode of...
Podcast
What should you expect from your financial advisor? Based on the questions I’m getting—and the conversations I’m having—many of you don’t know the answer to this question. And some of you have been working with the same financial advisor for 10–20 years! In this...
Podcast
Too many people spend their time worrying about what they can’t control. But you have to focus on what you can control and disregard the rest. We are where we are today because of the decisions and choices we’ve made in the past. As you look ahead at your future...
Podcast
We’ve made it to 100 episodes! So in this special edition of the Retirement Made Easy podcast, I’ll answer five questions from the first quarter of 2022. These questions cover a wide variety of topics that are all important to know, from paying off your mortgage to...
