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...
Podcast
What is the mistake that 60% of American adults are making? According to a 2019 study by Caring.com, nearly 60% of American adults don’t have a will in place. You may be thinking, “Why is that such a big deal?” In this episode of Retirement Made Easy, I share WHY it’s...
Podcast
What happens if Trump gets reelected? What happens if Biden gets elected? How will your investments and retirement be impacted? We are living in an interesting time in history. The Coronavirus pandemic has shaken up our economy, the stock market, the job market, and...
Podcast
Are there good reasons to NOT work with a financial advisor? Have people had poor experiences? Is it a complete lack of trust? People have shared their reasoning with me when I find out they’ve chosen to avoid working with a financial advisor. In this episode of...
Podcast
There have been numerous changes to the Social Security program since it was created in 1935. Just think: in 1937, life expectancy was age 63—but you had to be 65 to collect Social Security benefits. Two bills have passed since then that have dramatically changed...
