Podcast
When is a retirement date fund appropriate? Who might need one? What are the downfalls of retirement date funds? Many people use these in their 401k or 403B. So in this episode of Retirement Made Easy, I talk about the pros and cons—and why I’m personally not a fan....
Podcast
Davis Love III—a pro-golfer and PGA Champion—was interviewed years ago and asked, “How do you prepare for these tournaments?” He said, “When you see me play, everything looks natural….Day after day, Monday through Friday, preparing for a tournament, 95% of the time I...
Podcast
Are you close to retirement? Are you ready to close up any loose ends you may need to deal with? In this episode of Retirement Made Easy, I share a few simple tips to help you get on track for the retirement you’ve been working for. I also answer a couple of listener...
Podcast
What can Warren Buffett teach us about the volatility of the stock market? Where do you get started with retirement planning? Should you bring in a professional to help you? In this episode of Retirement Made Easy, I answer some listener questions and share a story...
Podcast
What are health savings accounts (HSAs)? How can an HSA be beneficial to you and your retirement? One of my listeners asked me to cover HSAs, so this episode of Retirement Made Easy is dedicated to them. But if you’re wondering what the big deal about an HSA is, don’t...
Podcast
Is a certain stock tip or investment the “holy grail?” Is there a magic bullet that will make you millions? The money you invest in your retirement needs to be there for the next 30–40 years—so how do you make smart decisions with your future? In this episode of...
