Podcast
Are you in your sixties and thinking about your impending retirement? What does your dream retirement look like? Will the money you have allocated for retirement help you accomplish those dreams? In this episode of Retirement Made Easy, I share the #1 thing you can do...
Podcast
There’s a lot of negativity in the news. It can weigh on your mind and impact how you view your life—and your investments. The turmoil of the current political climate paired with uncertainty in the economy and then magnified by the Coronavirus has us all questioning...
Podcast
How can you turn a challenge like a pandemic into an opportunity? How do you thrive in this kind of environment? In this episode of Retirement Made Easy, I share 4 financial opportunities that arose because of the Coronavirus pandemic. It hasn’t been an easy time for...
Podcast
I received a call a few weeks ago from someone who wanted to interview financial advisors to help with their investments. This person asked, “Do all of your clients outperform the S&P 500?” This person assumed that outperforming the S&P 500 was the main...
Podcast
Chris Hogan with Ramsey solutions recently surveyed and interviewed over 10,000 millionaires—the largest study ever conducted to this date. It was spurred by the research of Thomas Stanley. But the study really digs into what makes millionaires different. How do they...
Podcast
What do you do if you inherit your Mom’s IRA? What if it’s a Roth IRA? How does it have to be distributed? What’s the best way to handle the resources? In this episode of Retirement Made Easy, I’ll let you know how you can handle an inherited IRA (and how the SECURE...
