Podcast
Did you know that you can be eligible to collect social security benefits as young as 62? While the prospect may be exciting, the bigger question is: Should you? The answer is different for everyone and based on many factors. Are you married? What’s your health like?...
Podcast
A Roth IRA is THE best thing since sliced bread. Why? Why do I think it needs to be a part of your investment portfolio? How does it positively impact your retirement income? In this episode of Retirement Made Easy, I share why you need to make tax-free investing a...
Podcast
How do you want to be remembered when you’re gone? Who do you want to bless financially? What organization or individuals are important to you? Legacy planning is the missing piece in retirement plans—and can be a difficult conversation to have. But it’s a...
Podcast
Why do some people have a bad experience investing in the US stock market? Why do they lose money? More importantly—how do they lose money? In this episode of Retirement Made Easy, I walk through the decisions that would lead someone to lose money in the stock...
Podcast
Should you change your investment strategy now that Joe Biden is president-elect? Should you move your investments into a different asset class? Will the stock market tank with Biden in office? 2020 left a bad taste in everyone’s mouth and now many are worried about...
Podcast
What is a retirement plan? What should a well-written retirement plan do for you? What 5 questions should it answer? Can you adjust a retirement plan? In this episode of Retirement Made Easy, I talk about the importance of planning ahead for retirement. The sooner you...
