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...
Podcast
People say that you spend 30% less in retirement—but is that true? What do you need to budget for retirement? In this episode of Retirement Made Easy, I look at data from my many clients throughout the US to help YOU get a clearer picture of your budget for...
Podcast
The bucket strategy is a popular way to plan for retirement. Now only is it popular, but it’s an easy-to-understand approach that works. Everyone wants to retire and be able to live comfortably, but many people don’t realize that it takes some planning to do that....
Podcast
What are the insurance options for anyone who wants to retire early? What’s the difference between long-term care and hybrid long-term care? Why would I never recommend a Medicaid Irrevocable Annuity Trust? These are just a few of the many questions I answer in this...
Podcast
In this special throwback episode, I’m going to highlight a fan-favorite episode of the Retirement Made Easy Podcast, episode #7—The Worst Retirement Plan EVER. I talk about the worst retirement plan I’ve EVER seen, go over the six mistakes that were made,...
