Podcast
5 Questions to Ask a Potential Financial Advisor, Ep #9 What should you ask a potential financial advisor? How do you make sure you hire the right person? How do you find a financial advisor that actually cares? In this episode of Retirement Made Easy, I answer a...
Podcast
Over the last 10+ years as a financial advisor, I’ve heard a lot of horror stories. I’ve also heard a lot of crazy things come out of my client’s mouths. So in this episode of Retirement Made Easy, I’m going to share the top 5 financial life lessons I’ve learned from...
Podcast
What does THE worst retirement plan I’ve ever seen look like? What should you avoid when you craft your retirement plan? Once you make certain decisions—there’s no going back. You need to understand the choices you’re making and how it will impact your future. In this...
Podcast
What big challenges could a retired couple face in 2020? Based on the research I’ve conducted, the average age of the American retiree is 62. According to the Social Security Administration, 34% of Americans begin to claim their social security benefits at age 62....
Podcast
In this episode of Retirement Made Easy, I answer YOUR pressing questions. Over the last month, a variety of questions have been rolling in about social security, retirement, inheritances, and more. So with their permission, I’m sharing their questions—along with my...
Podcast
Who’s the better investor: men or women? What is the difference between men and women? What makes one gender the better investor? In this episode of Retirement Made Easy, I share three different studies that all come to the same conclusion. You’ll get my answer to...
